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Answered

No time stamp for date quote/opportunity lost

mark 2 years ago updated by Viktor Mizsei 2 years ago 7

I'm trying to generate a report, of how many quotes we have won or lost in a given time period. However, there is no time stamp for when a quote or opportunity is marked as closed won or lost. Has anyone else wanted this feature?

I guess the work around is to have the PM update the expected close date when the status is updated, but that feels like a workaround rather than something that should be pretty straight forward. 


Any thoughts?

Answer

+2
Answer

My workaround is to have a custom field which will contain the timestamp and then create the periodic job which will update this field according to the close date. This is not a nice way but it works. I can help you how to do this.

Agreed, this is a problem when trying to build pipeline reports.

+2
Answer

My workaround is to have a custom field which will contain the timestamp and then create the periodic job which will update this field according to the close date. This is not a nice way but it works. I can help you how to do this.

I would be curious to learn more about this! Thanks Viktor.

Hi Viktor, could you elaborate on your solution? We are also struggling with the fact that there seems to be no field for "Approved on" or "Rejected on". Is the custom field to be filled in manually?


Lennart


Yes, these custom fields have to be created, then a macro can fills them up with the correct value. The macro also has to be developed.