Saturday, September 15, 2018

Get the Number of Days the Opportunity is Open before it was Closed

1. Navigate to Lists > Search > Saved Searches > New.

2. Select Opportunity.
3. Provide a Search Title.
4. In the Criteria tab > Standard subtab, set the following filters:
  • Opportunity Status is any of Closed Won, Closed Lost

5. In the Results tab > Columns subtab, add these fields:

  • Number
  • Actual Close
  • Date Created
  • Formula (Numeric) = ROUND({closedate} - {datecreated})

6. Click Save & Run.

Note:  Formula field displays the number of days opportunity transaction is open.

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