Opportunity status report
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Hi,
when we moved over to NXT we were excited to see that you can track the status history of Opportunities. A lot of our work is focused around moving prospects through opportunity stages. Since starting to use NXT we haven't been able to find anywhere where this data can be reported on. We would like a report that lists the opportunity and how many days it has been in that status rather than the max amount of days or the average. The status date is also not available as a filter in the list function.
We used to run a query in RE7 on the status date, but since moving to NXT the date field doesn't map to the field we used as status date so the data in database view is incorrect.
Is this something that exists or can be made using the report builder?
when we moved over to NXT we were excited to see that you can track the status history of Opportunities. A lot of our work is focused around moving prospects through opportunity stages. Since starting to use NXT we haven't been able to find anywhere where this data can be reported on. We would like a report that lists the opportunity and how many days it has been in that status rather than the max amount of days or the average. The status date is also not available as a filter in the list function.
We used to run a query in RE7 on the status date, but since moving to NXT the date field doesn't map to the field we used as status date so the data in database view is incorrect.
Is this something that exists or can be made using the report builder?
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Comments
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I agree, Georgina Sellwood it would be great if you could report on time in status for opportunities. You can look in the idea bank to vote for it or add your idea and post it here so folks can vote for it.1
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