Tech Support > Microsoft Windows > Windows CRM > Opportunity Report
Opportunity Report
Posted by Garcia on June 9th, 2004


Hy there,

I'm having some trouble trying to break opportuities in groups, based
on which Sales Process it's related...

I want to build a funnel report, but I want to show only opportunities
that are running (or finished running) a specific process...

I've tried salesstagecode, salesstagecodename, stepid and stepname...
None of them give me an unique identifier linking my opportunity to
one of my sales process...

Does anyone have a clue ?

I've managed to get an "almost there" result, by filtering the
opportunities by the stepid, with an "in ({...})" including all steps
of the sales process inside de "in clause"... But this ain't very
smart, because if I change my sales process I will have to rebuild all
of my reports...

Another possible workaround, would be create a hidden field, and
change it's value in the beggining of my sales process... But sounds
to me like that should be done already...

If anyone could help, I'll appreciate...
Thanks anyway !

Regards !


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