Downgraded opportunities [report]

Shows opportunities that have been downgraded due to a number of different criteria, such as a delay in close date, reduced forecast amounts, and more.

How it works

Shows opportunities that have been downgraded due to a number of different criteria, such as a delay in close date, reduced forecast amounts, and more.

NOTES:

• # of Days at Stage: Field gets updated when the stage is changed. However, the date will also get updated if the probability, sales amount or the forecasted close date changes.
• Additionally, Months is how long that potential project might run. Like it would be a 2-month or 3-month project. And then the Forecasted Close Date is when you think the client might approve this opportunity. For example, an opportunity might have a forecasted close date in Jan,uary and the project might run 3 months (from January through the end of March, for example). So changing this to be 4-months (from Jan through the end of April) doesn't mean that this is now a downgraded opportunity.

The idea is to use broad stages, and these updates will help keep track of when the opportunities change in these broad stages