Reporting based on Opportunity Status, and not just Prospect Status
I understand there will be reports based on Prospect Status - how quickly a constituent moves through Prospect Statuses. My organization tracks a constituent's move through the solicitation cycle via Opportunity Status as we have many constituents that interact with our organization in more than one way. I would like to have the same analytical reports that are being built for Prospect Status, to be available for Opportunity Status, please. Thank you.
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Guest
- Aug 25 2015
- Planned
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Oct 20, 2015
Admin response
We absolutely are going to enable tracking proposal statuses by date, configure the appropriate days in each status and get to the supporting pipeline reports to support proposals. We are aware that prospect is a macro view and proposal is a micro view of the lifecycle of a prospect. You should see some cool features coming in the next few weeks around prospect status tracking. Proposals will work very similarly to support the different approaches for tracking.
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- +35
Related ideas
We really need this please!
Has this happened yet? The admin response was from 2015.