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  • 12110123+advanced Salesforce Reporting.12

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    senthur123
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    This document describes opportunity history reports which track changes made to opportunities over time. The reports include a matrix showing the from and to stages with total amount and average duration. There is also an optional summary report grouped by from stage, filtered for opportunities that changed to closed lost, with stage duration shown as an average.

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    12110123+Advanced-Salesforce-Reporting.12

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    12110123+Advanced-Salesforce-Reporting.12

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    This document describes opportunity history reports which track changes made to opportunities over time. The reports include a matrix showing the from and to stages with total amount and average duration. There is also an optional summary report grouped by from stage, filtered for opportunities that changed to closed lost, with stage duration shown as an average.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    23 views1 page

    12110123+advanced Salesforce Reporting.12

    Uploaded by

    senthur123
    This document describes opportunity history reports which track changes made to opportunities over time. The reports include a matrix showing the from and to stages with total amount and average duration. There is also an optional summary report grouped by from stage, filtered for opportunities that changed to closed lost, with stage duration shown as an average.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    Opportunity History Reports

    Opportunity%History%%tracks%changes%made%to%
    amount,%etc.%
    Matrix%report%of%From%Stage%/%To%Stage,%with%
    summed%amount%and%average%dura/on%
    (Op/onal)%Summary%Report%grouped%by%From%
    Stage,%ltered%by%To%Stage%=%Closed%Lost,%and%
    Stage%Dura/on%is%average%

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