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CRM 4 Sales Process Stage Opportunity Reports RRS feed

  • Question

  • Hi,

    I"m running CRM 4. With CRM 3 my sales persons are able to change the stage of an opportuny with Sales Proccess. With CRM 4, I created a workflow that triggered the probability change, let we say I have stage 1 - Probability 10, 2  - Probability 50, 3 - Probability 80 and 4 - Probability 100. This workflow updates the Pipeline Phase too. My problem is that the Sales Pipeline reports shows duplicate opportunities for each opportunity that has a sales stage changed. For example, if an user changes the probability 10 to 50, I will see the opportunity in the Stage 1 and the Stage 2 of my report and the Estimated Revenue is duplicated too. Do you know how I can fix that?

    Thanks

    DS

    Friday, April 2, 2010 4:15 PM

Answers

  • There is something in the report code that is causing the undesirable behavior.  You can either try to go through the report and find the issue or create a custom report that shows the data the way you need to see it. 

    My suggestion is to create your own custom report rather than try to modify an existing report.  I find it easier and less time consuming to create a new report rather than reviewing an existing report and then try to change it to behave the way I want. 


    Best Regards | Twitter: edwardsdna
    • Proposed as answer by Donna EdwardsMVP Wednesday, April 7, 2010 8:07 PM
    • Marked as answer by sidavid Tuesday, April 13, 2010 6:23 PM
    Wednesday, April 7, 2010 8:06 PM

All replies

  • What is the filter criteria you use for your report to retrieve the stage 10, 50 and so on
    MSCRM Bing'd - http://bingsoft.wordpress.com
    Friday, April 2, 2010 4:32 PM
    Moderator
  • I'm not sure to understand what you want, it is this:

    Group by Sales Process = My workflow name

    Group by = Sales Stage

    Revenue = Estimated Revenue

    Thanks

    DS

    Friday, April 2, 2010 5:16 PM
  • There is something in the report code that is causing the undesirable behavior.  You can either try to go through the report and find the issue or create a custom report that shows the data the way you need to see it. 

    My suggestion is to create your own custom report rather than try to modify an existing report.  I find it easier and less time consuming to create a new report rather than reviewing an existing report and then try to change it to behave the way I want. 


    Best Regards | Twitter: edwardsdna
    • Proposed as answer by Donna EdwardsMVP Wednesday, April 7, 2010 8:07 PM
    • Marked as answer by sidavid Tuesday, April 13, 2010 6:23 PM
    Wednesday, April 7, 2010 8:06 PM
  • Thanks Donna, I'll go this way, create my own report

    DS

    Tuesday, April 13, 2010 6:22 PM
  • You're welcome

    Regards, Donna

           

    Tuesday, April 13, 2010 10:08 PM