Skip to Content
0
Dec 11, 2020 at 04:57 PM

History data on opportunity sales phase progress

54 Views Last edit Dec 12, 2020 at 03:07 AM 2 rev

Hi,

I'm trying to create data on how long a sales opportunity is in each Sales Phase. As a standard, I can only view how many days an opportunity has been in the current phase and categorize if it is "On Track" or "Slow". I can also manually view the past changes from the "Changes" view. However, I can't find a way to analyze the past average length of each phase efficiently. Is it somehow possible to access the data on how long an opportunity was in each phase?

For example:

Is it possible to create a report from the "Changes" view?

Is it possible to view past information on "Days in phase"?

Thank you in advance for your assistance!