Tuesday, June 18, 2019

Count of Opportunity Status Created within the Last 90 days

To create the search, perform the steps below:

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Click Opportunity.

3. In the Results tab, add the following:

  • Field: Document Status
    Summary Type: Group
  • Field: Formula(Numeric)
    Summary Type: Sum
    Formula: Decode (CASE WHEN (ROUND({today} - {datecreated})) <= 90 THEN '1' ELSE '0' END,1,1,0)

4. Enter a Search Title.

5. Click Save & Run.



 

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