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
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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.
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**I formatted the tables, but it isn't coming through when I save... sorry about that.
Option 1:
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Edited by: user646604 on Jan 26, 2009 10:38 AM -
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Edited by: Amit Naik on Sep 20, 2010 9:43 AM -
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