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Our goal is to create a report/view that the user can see changes in the sales pipeline between a certain period of time.
The user can select any date and the graph will show the total amount of opportunities by stage at the "to date" vs the total amount of opportunities in their previous stages.
In the table below, it would show the list of the opportunities that suffered any change in the stage field.
I attached the idea of what it would look like.
Our idea would be to use the stream to populate this report/view, but we are not sure if 1. it would work and 2. how to build the visual needed.
Does anyone has any idea? Which graphical elements would you use? a custom view on top of opportunities? something else?
The user can select any date and the graph will show the total amount of opportunities by stage at the "to date" vs the total amount of opportunities in their previous stages.
In the table below, it would show the list of the opportunities that suffered any change in the stage field.
I attached the idea of what it would look like.
Our idea would be to use the stream to populate this report/view, but we are not sure if 1. it would work and 2. how to build the visual needed.
Does anyone has any idea? Which graphical elements would you use? a custom view on top of opportunities? something else?