Reports

HI

Does anyone know how to create a report that says how long an opp (advanced report?) has stayed in a sales stage? or maybe the date when it came to a certain sales stage and the date when it left the stage

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  • In Sell Premier, there are enhanced forecasting reports (documentation here) that keep track of how long every opportunity stays in each sales stage for you. The link I shared shows the average days opportunities are spending in that sales stage each month, but it can certainly be adjusted to show a table that displays, for example, the opportunity, the date it transitions, and the sales stage it goes from and to. 

    If you are interested in learning more about this capability, reach out to your CSM or post a reply here and I'll try to help more! I'm the product manager for these reports and the technology underlying it, so I'd love to work with you to find something that works!

    Lydia Manger

    Product Manager — Sugar Discover