Example: Opportunity Closing History (Historical)

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Example: Opportunity Closing History (Historical)

This report shows opportunities that were opened during the specified time period, for example, 1st July to 31st July. A further search criteria of Opportunity Status can be added to show, for example, all opportunities opened between 1st July to 31st July, which were subsequently Won during that time period or after. To run the report:

Select the Reports button. The Reports page is displayed.
Select the Sales report category.
Click on the hyperlink of the report called Opportunity Closing History or select the Run button. The Display Options and Search Criteria page is displayed.

Select the criteria for the report.
Click on the Go button. The report output is displayed in a new window. The total number of opportunities opened from the 1st of July to the 31st of July, which were subsequently won, is the number shown on the last week of the selected time period (not the total of all the weeks). The weekly totals give you a point-in-time snapshot for the whole "opened" period being measured.

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