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Results tagged with reporting
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user 24268
General questions relating to reports, but not dashboards, in Salesforce. Report formats may be tabular, matrix, summary, or joined.
1
vote
Create report to get Stage conversion rate of opportunity
This report will be an Opportunity History Report. I have a similar report that was built solely for a graph. For mine, I made it a matrix report.
I added the From Stage on the left, and the To Stag …
- 431
1
vote
How do I calculate opportunity stage convestion rate %
I built a matrix report using Opportunity History. On the left, I added From Stage. At the top, I added To Stage. This gave me the number of opportunities that moved from each stage, and which stage …
- 431
0
votes
Help with Reports?
There is probably a better way, but this way should work. If you have a lot of users, though, it will not be efficient.
On your Activity__C object, create a formula field for each user who could be l …
- 431