Historical Opportunity Sales Stage Report
I have a basic report that shows Opportunity Name, Historical Sales Stage, and Stage Start Date.
How can I display a column that shows the previous Sales Stage along with it?
Thanks for your help.
I've created custom fields for each sales stage with Workflow rules that update the fields with "Timestamps" when the SalesStage changes. Example, field "Closed/Won Timestamp" field is populated when the SalesStage is changed to "Closed/Won" with the current Timestamp.
Then you filter or include these fields in your analysis and can have "Timebased" reporting.
I've also created custom fields to Timestamp when the Owner is changed, when a CloseDate is changed, when a lead is "Qualified", when Total Revenue is changed, when a Account "Type" is changed and what was the Previous status.
Each custom field has Workflow that Updates Values upon the rule being triggered.
Dan
Similar Messages
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Week-by-Week Sales Stage Reporting
Hi,
We're trying to have a week by week report where the Opportunities have a Sales Stage comparison by week. Ideally, we'd like two columns for sales stage such as "Sales Stage Previous Week" and "Sales Stage Current Week". I've tried various SQL expressions, etc and nothing has seemed to work correctly. I was looking through some notes and thought about maybe using Combined Reports with historical and real-time information. I don't even know if this approach is appropriate..
We're really at a roadblock at the moment. If anyone has any additional suggestions, they would be appreciated.
Thanks in advance.Hi smjohn,
Below are two tables of what we'd like to have on our weekly comparison. Either one would work. As you can see, it's a comparison between sales stage and Revenue for each Opportunity. It shows that for Opp A, Revenue this week and last week is the same, but Sales Stage differs. For Opp B, Revenue has increased by $500, 000, but the sales stage is still the same.
I don't know what capabilities analytics has, but this would be very useful for us. Any guidance would be great!
Thanks again.
**I formatted the tables, but it isn't coming through when I save... sorry about that.
Option 1:
*1. Week* *2. Opportunity Name* *3. Revenue* *4. Sales Stage*
Current Week Opp A $300,000 Definition
Last Week Opp A $300,000 Generation
Current Week Opp B $10,500,000 Validation
Last Week Opp B $10,000,000 Validation
Option 2:
*1. Opportunity Name* *2. Revenue-Current Week* *3. Revenue-Last Week* *4. Sales Stage-Current Week* *5. Sales Stage-Last Week*
Opp A $300,000 $300,000 Definition Generation
Opp B $10,500,000 $10,000,000 Validation Validation
Edited by: user646604 on Jan 26, 2009 10:38 AM -
We have a requirement to lock down the the Opportunity (unable to make any changes) when the the Sales Stage moves to Closed/Won? Any ideas?
we achieved this via workflow.
Header section:
Record Type => Opportunity
Trigger Event => Before modified record saved
Workflow Rule Condition => (PRE('<SalesStage>') <> "Closed/Won")
"Actions If Condition Is False" section:
Cancel Save = checked
Display Message => No Changes allowed when Opportunity is Closed already.
"Actions" section
leave blank.
=> the above order has to be 1st so that for any changes done to the opportunity, if the sales stage is already Closed/Won, the changes will be prevented and message will appear "No Changes allowed when Opportunity is Closed already. " -
Opportunity sales stages change
Hello All,
I want to change the fields as mandatory once the sales stage is moved from one stage to another stage, from initial change to discussion stage i want 3 fields as mandatory, and from discussion to closed/won some fields are mandatory including weblinks. Could you please suggest on this.
Thanks
SubbuYou can use the Sales Process to do this...
To make fields required for a Sales Stage
Navigate to:
Data Rules & Assignment -> Drill down on Your Sales Process -> Drilldown on a Sales Stage for which you want to add required fields -> in "Additional Required Fields" section click the "add" button and add the fields here.
Thanks,
Royston -
Sales Opportunity - Sales Stage
Hi experts,
On the sales opportunity window, in the stages tab, the stages field has a Define New option. Is there a way to remove the Define New option. We do not want users to define their own stages.
Thanks!
JaneHi Jane,
Please use Additional Authorization Creator Window to restrict users from accessing User Tables.
Definition
Use this window to create and add a new permissions object for user-created forms.
To get here.. Admin.>System Init > Authorization > Additional Authorization Creator
In the Additional Authorization Creator window, enter an Authorization Id and Name, From the option dropdown Select the options you want.
To enter the FormID, Click Edit and enter the Form Number of the User defined table.
NOTE: To get the Form number open the user defined table and on the Status Bar at the bottom you can see the Form=xxxxx (number), in your case 733. Use this number. To view the form details on the status bar, please click View > System information on the Top Menu.
One you have entered the Form number click Update.
Now in the General Authorization Window you can see an additional entry on the right side window bottom called User Authorization clicking which you will see the Additional Authorization you created. Set this as No Authorization for the user for whom you don't want to give permission to define new. Hope this helps.
Thanks,
Joseph -
Last stages of Sales Opportunity in XL reporter
Hi all!
I would like to print last stage of Sale opportunity in Xl reporter. NOw, i only show all all stages in report but i want only last satges.
Could you help me!
Thanks!Hi
Please take the stages in the Parameter. so that you can take the report as per the stages
Hope it help
Ashish Gupte -
Reporting / Sales Stages and Sales Processus
Hello,
I have 2 Sales Processus.
In each Sales Processus I have the same name for the Sales Stage ("Closed/Won").
When I created a simple report showing the Sales Stage and the Name of the opportunity,I have 2 blocks with the 2 items "Closed/Won".
How could I manage to have only 1 block "Closed/Won" ?
Thanks for your help.
MLML, in addition to Sales Stage and Opportunity Name bring in Sales Process Name. Now you should be able to filter on the correct sales process.
-
Pipeline snapshot Report and Sales Stage Change
How to identify the sales stage on the day when the Pipeline snap shot was taken.
Here is my scenario I have to build a pipeline snap shot for the last 3 months of all opportunities where sales stage on the day of the snapshot is not in say Sales Stage 'A' In the pipeline history report the opportunity section showcases the current sales stage and not the sales stage on the day when the snapshot was made.Dear Praveen Kumar
Have you tried with VBAP where sale order details at item level would be stored.
Moreover, to my knowledge, there won't be any changes as for as pricing is concerned at sale order level but there is at billing level. Normally, any price increase / decrease would reflect in billing. So why dont you to table join through SQVI VBAP (for sale order details) and VBRP (for billing details) so that you can compare the selling price in sale order with billing.
Thanks
G. Lakshmipathi -
Report on No of Opportunities in sales Stage
Hi All, I have a requirement to display following report:
Report should have 5 coloum 1) Current Sales Stage of Opportunity 2) No of opportunities which are in current stage from 3 months 3 ) No of opportunities which are in current stage from 6 months 4)No of opportunities which are in current stage from 9 months 5) No of opportunities which are in current stage from 12 months.
I tried to do this using Case IF fnction but not unable to do same. Can you please help me to achive this requirement.
Thanks in Advance!!
---PriyankaHello,
I have built several reports like yours using FILTER function instead of CASE IF.
example: I wanted to filter number of customers which are contact telephone number populated
FILTER("Account Metrics"."# of Accounts" USING ("- Primary Contact"."Primary Contact Work Phone #" IS NULL)).
So in your case you have to filter the number of opportunities by date range you need.
I hope it will help you.
Regards
Marc -
Issue with saving sales stage in an opportunity record
We can not update the sales stage of an opportunity record to closed/won and save it. We are changing the status to a valid one. Is this a known issue in the new release? We upgraded recently to rel 15.
I would recommend contacting customer care on this issue.
-
Sales Stage Field on Opportunity - Access Denied on Saving Update
Users can see the LOV for the field Sales Stage on Opportunities. They can select a value from the LOV. However, when they attempt to save, they get Access Denied - SBL-DAT-00553. What application setting is causing this error?
Related Info for Opportunities looks like this:
Attachments = Full
Audit Trail = Read Only
Completed Activities = View
Contacts = Full
Leads = View
Notes = Full
Open Activities = View
Opportunity Assessment = No Access
Opportunity Competitors = Full
Opportunity Partners = Full
Opportunty Team = Full
Revenus = No Access -
Sales stage default for Opportunity
Hi,
i have configured few sales stages for opportunity. Here one of the sales stage is " Identification :".
My requirement is to make this sales stage ( identification ) as default in opportunity.
Curretly working on crm 7.0
Please give me any inputs to solve this issue
Thanks & Regards
kishore kumarIt's not possible with customazing but you can do it very simple with the implementation of badi CRM_OPPORT_H_BADI. in the badi just write the following code...
IF is_opport_h_wrk-curr_phase IS INITIAL.
CASE ev_process_type.
WHEN 'ZOPQ'.
cs_opport_h_badi-curr_phase = 'ZQ1'.
WHEN 'ZOPT'.
cs_opport_h_badi-curr_phase = 'ZT1'.
ENDCASE.
ENDIF.
ZOPQ and ZOPT stands for opportunity type that you customized. And ZQ1 and ZT1 stands for sales phase to be set as initial, depending on transaction type.
Regards. -
Mapping Sales Stage in Opportunity with Win Probabilty
Hi,
We need to map the sales stages to win probability in such a way that whatever sales stage we select, the win probabilty should automatically change.
Hence if the Sales Stage is "Initial Contact", the Win Probability should be 10 and if it is changed to "Negotiation", it changes to 70.
Can any one please help me with the syntax.
Thanks in Advance
AkeshHi Akesh,
Create new sales process by using following navigation
Admin-->Business procee management -->Data rules and assignment -->Sales Methodology-->Sales process
Also add 'Default probablity' for each 'sales stage'.
Then try creating new opportunity.Win probablity will get autopopulate based on sales stage selected.
Hope this answer your requirement.
Regards
Santosh Patil -
Approval on sales stages defined in sales opportunity
Hi Experts,
Is is possible to configure approvals on various sales stages defined in the sales opportunity?
Please suggest some solution or workaround.Can it be customized?
Thanks in advance
Regards,
Kanishka TyagiHi Kanishka.....
Please execute this SP.....
If @object_type='101' and @transaction_type IN ('A','U')
BEGIN
If Exists (Select T0.Num from OOST T0
Where T0.StepId is not null
And T0.Num = @list_of_cols_val_tab_del)
BEGIN
Select @error = -1,
@error_message = 'You can not enter Sales Stage'
End
End
Hope this will help you......
If you want it for a particular User then add one more condition for user signature.....
Regards,
Rahul -
Removing Sales Stages under Opportunity
Hi,
I'm currently customizing in Oracle CRM on Demand. In the lay-out screen of Opportunities I want to remove (or edit) the field "Sales stage" because the company I'm working for uses different ones than the standard CRM on Demand ones. But when I want to remove Sales Stage from the Field Layout Screen I receive an error that says that it is a required field and that I’m unable to delete it. When I check out the status at the Field Setup it confirms the required status but because it is grayed out I can't make it "Unrequiered". Unfortunately I’m also unable to edit the pick list behind it. So basically I’m stuck with a useless field that I can't get rid of.
Any solution for my problem?
Kind RegardsHello,
My understanding is you want to change the name of sales stages. There are some limitations on closed/won and closed/loss except this all stages are editable and you can insert new stages also.
Please follow the below steps :
Admin--> Business process--> data rules & Assignment--> Sales process--> Default sales process-->clik on sales stage and rename it.
Good luck
Cheers
Subbu
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