Importing Opportunities and Sales Stage

Hi,
As part of our rolling out CRM to a new department we want to import some data from the current system that they use.
The problem is that in our current model we use the "# Days in Stage" analytic value for some of our reports and calculations. I assume any data imported today will show give a value of 1 to this field tomorrow. Is it possible to somehow populate/modify the audit trail (i think this is what that report uses) in our initial import to reflect the true days old value?
I know it would be easy to create some new field and use a Pre(salesstage)<>(salesstage) workflow to timestamp it, but we're trying to avoid customising too much.
Any help is appreciated. Thanks,
Alex

Hi,
I think this information is calculated and stored in the analytics database of CRMOD, @ the end of every day. There is a transformation / calculation process to pull the data from CRMOD and push to analytics DB end of every day. I don't think it comes from standard audit tables and as you know we don't have a direct way to access these analytics fields through other means. May be you have to think about other workarounds
Hope it helps
-- Venky CRMIT

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Edited by: Oliver @ Innoveer on 07-May-2009 03:07

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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:
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Last Week     Opp A     $300,000     Generation
Current Week     Opp B     $10,500,000     Validation
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Option 2:
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Edited by: user646604 on Jan 26, 2009 10:38 AM

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Edited by: karsten03130 on 08.10.2008 11:38
Edited by: karsten03130 on 08.10.2008 11:38

Please run "Oracle Sales Opportunity Setup Test" and see if it returns any warning/error messages.
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https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=462868.1

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I always use "Opportunity-Product History" for my pipeline reports. In this subject area "Product Revenue" is available for Opportunities which are "Closed/Lost". I would log this as a bug with Oracle as it clearly should not set the Product Revenue to 0 in the Product History subject area.
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Importing Opportunities and Sales Stage

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