how to run a report on stage duration in salesforce

How to build a stage duration report.

• Go to the Reports tab and click on New Report.
• Select the Report Type as Opportunities. Expand it and select Opportunity History from the drop down list. Click on Create.
• In the Fields pane, use Quick Find to search for Stage Duration.
• Drag Stage Duration into the Column on Preview Pane. This report shows Opportunities, From Stage, To Stage and Stage Duration. Additionally, we can ...
• Click on the drop down menu on Stage Duration and select Summarize this field.
• In the Summarize pop-up box, select Average and click Apply.

Full Answer

What is stage duration in Salesforce?

Stage Duration is a count of the number of days an opportunity is in a particular sales stage, specifically from the date when opportunity changes to current stage until today. To determine stage duration of sales opportunities in Salesforce, an Opportunity History Report can be run in Salesforce. Why use a stage duration report?

Is it possible to run reports on stage duration?

Hi Steve, the links you sent work, but address reporting. I'm able to run reports on stage duration just fine. What I am trying to do is create a workflow rule in order to ping salespeople who are in a stage longer than what we want.

How do I run reports in Salesforce?

Available in: both Salesforce Classic ( not available in all orgs ) and Lightning Experience Available in: Essentials, Group, Professional , Enterprise, Performance, Unlimited, and Developer Editions To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name.

How long does it take to move through sales stages?

Unless you set a validation rule, moving through Sales Stages isn't sequential. Therefore if I move from “Qualification” to “Closed Won” after 2 days, missing, say 5 stages, the Stage Duration will be 2 days for Qualification with no data for any subsequent stages.

Can you report on stage history in Salesforce?

0:522:55Three Ways to See Stage History on Salesforce Opportunities - YouTubeYouTubeStart of suggested clipEnd of suggested clipNow another way in addition to stage history. Related list is you can go into reports.MoreNow another way in addition to stage history. Related list is you can go into reports.

How does Salesforce calculate stage duration?

To calculate the average Stage Duration, you need to subtract the Stage 1 Date from the Stage 2 Date for each opp that made it to Stage 2. Then, you need to sum up that total number of days. Then, divide the total number of days, by the number of opportunities that made it to Stage 2.

What is age field Salesforce reports?

Age—Age counts the number of days passed between opportunity open date and close date. On a given day, it's possible for opportunity A to have been closed for 0:00 - 23:59 hours (which appears as 0) and opportunity B to have been closed for 24:00 hours or more (which appears as 1).

How do you find opportunity stages in Salesforce?

How to Create a Custom Salesforce Opportunity StageTo create a custom Opportunity Stage go to Setup > Object Manager > Opportunity Object > Fields & Relationships > Stage.In the “Opportunity Stages Picklist Values” section, click New.Add a Stage Name.Choose a Type from “Open”, “Closed/Won”, or “Closed/Lost”.More items...•

How do I report a stage change in Salesforce?

In the Fields pane, use Quick Find to search for Stage Duration. Drag Stage Duration into the Column on Preview Pane....How to Create Report for Opportunity Field History Changes Details in SalesforceGo to the Reports tab and click on New Report.Select the Report Type as Opportunities. ... Click on Create.

What is duration in Salesforce?

Stage Duration is a count of the number of days an opportunity is in a particular sales stage, specifically from the date when opportunity changes to current stage until today. To determine stage duration of sales opportunities in Salesforce, an Opportunity History Report can be run in Salesforce.

How is the age calculated in case reports?

The age of a closed case is the elapsed time from creation to the closing time of the case. Age can be expressed in days, hours, or minutes. Note that the age of a case does not take into account any holidays that are associated with the case's business hours.

How do you calculate case age?

Case Age in Days - IF (IsClosed,ClosedDate - CreatedDate,NOW() - CreatedDate)Case Age in Hours - IF( IsClosed , (ClosedDate - CreatedDate) *24, (NOW() - CreatedDate ) *24)Case Age in Minutes - IF( IsClosed , (ClosedDate - CreatedDate) *1440, (NOW() - CreatedDate ) *1440)

How do I create a age field in Salesforce?

To create a formula field to calculate age based on a Contact birth date:Go to Setup -> Customize -> Contact -> Fields. In Lighting go to Setup -> Object Manager -> Contact -> Fields & Relationships.Click New to create a custom field.Select Formula from the Data Type List and click Next.

What are the five stages of opportunity?

The five popular opportunity stages many companies use....These are the opportunity stages used by many of our customers.Prospecting (or Qualifying).Discovery (or Needs Analysis).Customer Evaluating (or Proposal).Closing (or Negotiation).Closed Won.Closed Lost.

What is Salesprocess in Salesforce?

Sales Process is the Salesforce term for the different steps, or stages, that a donation (or other Opportunity type) moves through. For example, a donation may start as Prospecting, then become either Closed/Won or Closed/Lost.

How do I set up sales stages in Salesforce?

0:131:46How to Set your Sales Process with Sales Stages | Salesforce EssentialsYouTubeStart of suggested clipEnd of suggested clipOnce you have a final list consider these your company's sales stages. Once you define your stages.MoreOnce you have a final list consider these your company's sales stages. Once you define your stages. Click set up your team's sales process leads are prospective.

What are the challenges with stage duration reporting in Salesforce?

Building a Stage Duration Report in Salesforce is based on the sales duration field, which as discussed above, displays the count of days that an o...

Why use a stage duration report?

A Stage Duration Report is often used to understand how long a sales representative is taking to progress through sales stages. It is an important...

What is stage duration?

Stage Duration is a count of the number of days an opportunity is in a particular sales stage, specifically from the date when opportunity changes...

What is Salesforce stage duration?

Many Salesforce customers can get additional benefits from their investment by using the data generated from Sales Stages and in particular Stage Duration.#N#Stage Duration is a count of the number of days an opportunity is in a particular Sales Stage. When you change a Sales Stage the counter starts until you change it again. It's often used to understand how long a salesperson is taking to move through sales stages and often an important indicator of the health of an opportunity or pipeline. If a Sales Stage has lingered within a particular stage for too long it allows management to ask questions about the likelihood of the deal succeeding.

When you change a sales stage, what happens to the counter?

When you change a Sales Stage the counter starts until you change it again. It's often used to understand how long a salesperson is taking to move through sales stages and often an important indicator of the health of an opportunity or pipeline.

Can you show the field on a page in Salesforce?

You can't show the field on a page layout. look through all standard fields on the opportunity object and it's missing. Salesforce Lightning does allow you to hover your mouse pointer over the current sales stage and you'll see the Stage Duration value in a pop-up screen item.

Code Sample

public void createStatusChangeEvents (Map<Id, Case> updatedCases, Map<Id, Case> oldCases) { List<Event> newEvents = new List<Event> (); List<Event> lastEvents = new List<Event> (); // Get the most recent activity per case updatedCases = new Map<Id, Case> ( [ SELECT Id, ( SELECT Id FROM Events WHERE Type = 'Status Change' ORDER BY CreatedDate DESC LIMIT 1 ) FROM Case WHERE Id IN :updatedCases ]); for (Case c : updatesCases.values ()) { // If the status changes if (c.Status != oldCases.get (c.Id).Status) { // Create a new event newEvents.add (new Event ( StartTime = system.now (), WhatId = c.Id, CustomStatusTrackingField__c = c.Status )); // If the case already has an event if (c.Events != null && !c.Events.isEmpty ()) { // Update the existing event c.Events [0].EndTime = system.now () lastEvents.add (c.Events [0]); } } } insert newEvents; update oldEvents; }.

Example Formula from here

The issue with these formula sis that they assume you're open 24/5. If you want to record only part of the day the calculations get much more complicated (9am-5pm for example). Again, the app should handle this part for you.