Formula - Age of stage?

[cpierre]

I need assistance creating formula fields that will calculate how long a record remained in each stage

Example Stage's are:

New, Working, Waiting, Agreement

I would like to know how many days in each stage for reporting and workflow purposes.

Can anyone help?

Many Thanks

[Jakester]

1. Create New Report
2. Opportunity History type
3. Summary
4. Sum Stage Duration

Good?

[cpierre]

In reporting that is helpful - but what if I want to create workflows that trigger email alerts based on a stage age?

I don't see stage age fields available when writing the rule criteria

Example:

IF Stage = Waiting and Age of stage = 2 days

Action = send email

[CanUSA_Jess]

Hi There,

Were you able to get anywhere with this?  It's not enough to have the Stage Duration only in the reports

I am trying to create a report for our Sales VP with the following information:

Stage Level divided into Stage Duration ( <30 days - New, 31-90 days - Mid, >91 - Old)

        ex: Opportunities in Level 1 >> # New, # Mid, # Old

The formula I think I need is: IF(Stage_Duration < 30, "New", IF(Stage_Duration < 90, "Mid", "Old"))

However, when creating a custom field on the Opportunity Page Stage Duration is not an insert-able field.

If you were able to create a formula for Stage Duration, I *think* my problem would be solved.

Appreciate any ideas...

[Gemini@Work]

1.) Create a custom field (Type = Date, Label = "Current Stage Start", etc.)

2.) Create a custom field (Type = Formula -> Number, Label = "Current Stage Age).  Configure the formula to auto-calculate (i.e., ROUND (TODAY () - Current_Stage_Age__c) ).

3.) Create a Trigger (if you're comfortable with Apex) or Workflow (if you're not) to send an email based on the Stage and your custom Stage Age field.

That let's you do the basic workflow that you describe, and you can use the method Jakester suggested for the reporting.