How to Create an Opportunity Stage Conversion Report in Salesforce

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  • เผยแพร่เมื่อ 8 ม.ค. 2023
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ความคิดเห็น • 69

  • @connorarmstrong7581

    This was great! Just followed along literally step by step in my salesforce instance

  • @miquelespinosabrey

    Very useful video! Thanks for the clear and concise explanation 🎉

  • @SleepyFox894
    @SleepyFox894 ปีที่แล้ว +4

    Awesome! Clearly articulated and very simple to do. I'd been looking for a video like this everywhere. Thank you for this! 👏

  • @user-gk8ib9wh1m

    This video was super clear and useful. I immediately gave you a subscribe hoping to get more content like this!

  • @user-fn9wq1op7z
    @user-fn9wq1op7z ปีที่แล้ว +1

    This was an awesome video! Currently in the process of building out dashboards for the business and this one will be valued!

  • @user-fr2rp1yg5q

    Brian, thank you for this super helpful video!!

  • @hzdhwg1989
    @hzdhwg1989 ปีที่แล้ว

    Thank you so much for posting this video!

  • @gregjohn3116

    Deserves more likes - thank you!

  • @user-uf3mp9cw4k

    Really excellent Brian!

  • @defguy319
    @defguy319 ปีที่แล้ว +1

    This was so well done, seriously great job! I wish you had an intermediate / advanced reporting course, but just wanted to say thanks!

  • @TheOfficialRaid

    I literally never comment on TH-cam but I just have to say thank you, this is incredibly clear and useful!!!!!!!!!!!!!!!!!

  • @AntonioRodriguez-li9yj
    @AntonioRodriguez-li9yj ปีที่แล้ว +1

    Thanks for sharing! Nice report! I would even add time period and conversion target comparison!

  • @zapotheque4113

    This is literally the ONLY video and explanation that has been any help in figuring this out and getting me closer to be able

  • @patrickb.8485

    This was super helpful, well done video also.

  • @salocin911
    @salocin911 ปีที่แล้ว +1

    Useful, thanks!

  • @jasonwhite166
    @jasonwhite166 ปีที่แล้ว +1

    THANK YOU SO MUCH!!!!!!

  • @user-fo7pv8np4d
    @user-fo7pv8np4d ปีที่แล้ว

    Thank you!

  • @arrowst59
    @arrowst59 ปีที่แล้ว +1

    Thank you thank you thank you thank you

  • @user-tf3xu2gu9u

    Great video! Thank you for a clear and simple explanation. Just wondering, can you recommend a chart that would be able to depict these conversion percents well?

  • @durgadevigrandebalarajan2354

    Thanks for a wonderful tutorial to do the conversion history report for opportunities. I want to add the grouping by owner to see the conversion history for each owner. when I add that in the group by owner column, percentage formula doesn’t work in dashboard. Got any advice on how to fix this issue