How to Create a Report on Opportunities Stage Duration in Salesforce

In this Salesforce tutorial, we will learn to Create a Report on Opportunities Stage Duration in Salesforce. We will see how to create a custom report on opportunities stage duration in Salesforce Lightning and Classic editions.

Opportunities Stage Duration Report in Salesforce

In Salesforce, Stage duration is counted in several days of the staging period of an opportunity between two stages in a sales pipeline. Specifically from the date when opportunity changes from the previous stage to the current stage in the present day.

Opportunities Stage Duration Report in Salesforce is a custom report that is created with the data from the opportunity history. This report shows the records of the durations of the opportunity stages in a number of days. We can also view the average stage duration and the sum of all stage duration of opportunities in this report. With the help of the Opportunities Stage Duration Report, it is easy to understand that how long a sales representative is taking to progress through sales stages.

Create a Report on Opportunities Stage Duration in Salesforce Lighting

To create a report on opportunities stage duration in Salesforce Lightning, navigate to the setup page of Salesforce Lightning and follow the below steps.

1. On the Setup page of Salesforce Lighting, click on the App Launcher, search for the sales, and from the options in the dropdown select Sales under the heading Apps.

Create a Report on Opportunity duration in Salesforce

2. In the Sales application of the org. click on the Reports tab.

3. In the Reports window, click on the button New Report to create a report.

Salesforce Lightning Create a report on Opportunities Stage duration

4. In this step, we will select the report type for the opportunity stage duration report. In the Category section on the left-hand side, select Opportunities and in the Report Type Name column select Opportunities History.

After selecting the report type, click on the Start Report button in the Details section on the right side.

Create a Report on Opportunity stage duration in Salesforce

5. As we click on the Start Report button, a report table will be created but we need to apply some filters in the following fields to generate records for this report table.

  • In the Show Me field, select the option All Opportunities.
  • In Opportunity Close Date filter select the range for the records to display in the report table. In this example, I have selected the range as All Time.
  • On the Include field, select the opportunity type to include in the report. I have selected the type Any to include all opportunities.
Create a Report on Opportunity duration in Salesforce lightning

6. After adding the filters, click on the Outline tab, and in the search bar of the Columns section search and select Stage duration.

Salesforce Create a report on Opportunities Stage

7. Now in the report table Stage Duration will added as a column showing the stage duration of the opportunities. Here, click on the dropdown of the Stage Duration -> select Summarize -> Sum and Average.

Salesforce Lightning Create a report Stage duration of opportunities

8. Now click on the Save & Run button to save and later run this report.

Custom Report for Opportunity Stage duration in Salesforce

9. In the Save Report window, we will enter the details and select a folder to save the report.

  • In the Report Name field enter a relevant name for the report. In this case, I have named the report as Opportunities Stage Duration Report.
  • As we click on the field Report Unique Name, it will auto-filled according to the entered Report Name.
  • In the Folder, select the folder Public Reports to make this report visible to all users.
  • At last click on the Save button.
Salesforce Lightning Create a report on Stage duration of opportunities

As we click on the Save button, the report will be saved in the selected folder and it will run in the next window, where we can view all records of the opportunity stage duration report.

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Now in the report, we can see the stage duration of every opportunity and also at the top of the table, we can view the average stage duration of all opportunities and the sum of the duration of all opportunities.

In this way, we have successfully created an Opportunity stage duration report in Salesforce Lightning with the help of the above steps.

Create a Report on Opportunities Stage Duration in Salesforce Classic

To create an opportunity stage duration report in Salesforce Classic, log in to your Salesforce developer account and follow the steps below.

1. On the Home page of Salesforce Classic, click on the Reports tab.

2. In the Reports and Dashboards window, click on the button New Report to create a report.

Salesforce Classic create a report for Opportunity Stage duration

3. In this step, we will select the report type for the Opportunity Stage duration report and to do that, go to the Select Reports type folder and select the Opportunity.

Create a Report on Opportunity stage duration in Salesforce Classic

4. As we click on the Create button, the report table will be created and now we will apply the following filters to the report table to generate records.

  • In the Show field, select the option All opportunities.
  • In the Include field, select the option Any to include any opportunity type.
  • In the Date Field, select the date type to sort and get records according to the category. In this example, I have selected the Date Field as Opportunity Close Date.
  • In the Range field, select the range for the records in the report. In this case, I have selected Range as All Time.
Salesforce Classic create an Opportunities Stage duration report

5. From the Opportunity History information section on the left sidebar select and drag the field Stage Duration to the report table to this field as a column.

Create a Report on Opportunities stage duration in Salesforce Classic

6. Click on the dropdown arrow of the Stage Duration column and click on the option Summarize this Field.

Create a custom report on Opportunity Stage duration in Salesforce

7. In this step, activate the checkboxes Sum and Average to get the sum and average of all the opportunities stage duration in the report table, and then click on the Apply button.

Create an Opportunities Stage Duration Report in Salesforce

8. Now click on the Save button that is on the upper left side of the screen.

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9. In this step we have to enter the details to save and run this report.

  • In the Report Name field enter a relevant name for the report. In this case, I have named the report as Opportunities Stage Duration Report.
  • As we click on the field Report Unique Name, it will auto-filled according to the entered Report Name.
  • In the Report Folder, select the folder in which you have to keep this report. In this case, I have selected the Unfiled Public Reports folder to make this report public.
  • At last click on the Save and Run Report button.
Salesforce Create a report on Opportunities Stage duration

As we click on the Save and Run Report button, the report will be saved and it will run in the next window where we can view all the records of the Opportunities Stage Duration Report as shown in the picture below.

Create an Opportunities Stage Duration Report in Salesforce Classic

Now we can view the column Stage Duration and also at the bottom of the table, we can see the average and sum of the stage duration of opportunities.

In this way, we have successfully created an Opportunities Stage Duration report in Salesforce Classic with the help of the above steps.

Conclusion

In this Salesforce tutorial, we have learned about creating a custom report on Opportunites Stage duration, and with the help of a couple of examples we successfully created Opportunities Stage Duration report in Lightning and Classic versions of Salesforce respectively.

In addition to this, we also understood the Opportunity Stage duration in Salesforce from the definition explained above.

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