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how to save Lead and Opportunity Status per month to see historical data

Hello Experts,

I want to store that Status of open Opportunities and Leads every last day of the month to see at the end of the year how many open L & O`s had been in the Pipeline.

Can you Support how to create such reports where I can freeze the Status from the past?

Thank you very much

Nicole

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1 Answer

  • Best Answer
    May 16 at 12:17 PM

    Hello Nicole,

    I think the data sources "Lead History" and "Opportunity History" are suitable for this scenario. These 2 data sources show the lead / opportunity, the status, and the validity timestamp (date + time). So for example, "Opportunity History" would show the opportunity 12345, status "Open" from date X to date Y, status "Won" from date Y till now etc.

    Let us know if this is what you are looking for.

    Kind regards

    Olga

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