Create reports with the object "Deal Analytics" selected to populate fields that display a record of deal status changes over time.
Deal status reporting captures how many days a deal is sitting in any one status.
💡Things to Consider
Old Value Duration is measured in # days.
⚙️Steps
- In Report Builder, Select +New Report
- Give the report a name.
- Select Deal Analytics from the Object Dropdown.
- From the fields tab in the report configurations, enable the fields: Old Status, New Status, Old Value Duration, and Updated Date.
- Use the Group By dropdown to select "Deal" to see all of the changes grouped by deal name. Consider sorting the Update Date to see the status changes listed in order.
- Select the Visualization tab to add a chart.
