Hi,
I've had a bit of trouble making some graphs by the specific process stage. For example I have a custom workflow, with stages named Raw Lead > Lead > Search after which the opportunity is won or lost.
I want to create 4 more graphs:
% Opportunities won vs 'raw leads' by month
% Opportunities won vs 'leads' by month
Qty of Opportunities moved to lead stage by month
Qty of Opportunities moved to Search by month
I've been using the created on/modified on fields as the series but not sure this would be applicable here, would I have to create a new date field that's populated when the sales process stage is updated?
Any help would be appreciated - only a few weeks into dynamics crm 2015 and still learning.
Thank you