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CRM 4 Sales Process Stage Opportunity Reports

Question
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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
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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
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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.comFriday, April 2, 2010 4:32 PMModerator -
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 -