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Zilliox
Helper IV
Helper IV

First date of each sales stage per opportunity and per Customer

Hi,

 

I am looking for the formula that brings the first date of each sales stage.

Hereunder you will find the database I have and the result I am looking for. 

What is the formula I need to use for the "Qualified Opportunity"? (first date of this company, this opportunit and sales stage = "Qualified Opportunity".

 

Thanks for your help

 

DATABASE

CompanyOpportunityStageNameDaterevenue
Company 1Opportunity 1Qualified Opportunity01/01/2020250000
Company 1Opportunity 1Develop strategy16/02/2020250000
Company 2Opportunity 1Qualified Opportunity16/11/2019100000
Company 2Opportunity 1Develop strategy23/12/2019100000
Company 2Opportunity 1Present Value02/02/2020100000
Company 2Opportunity 1Negotiate Terms15/06/2020100000
Company 2Opportunity 1Closed Won12/11/2020100000
Company 3Opportunity 1Qualified Opportunity13/11/202050000
Company 3Opportunity 1Develop strategy19/11/202050000
Company 3Opportunity 1Present Value27/12/202050000
Company 3Opportunity 1Negotiate Terms19/01/202150000
Company 3Opportunity 1Closed Lost23/01/2021120000
Company 4Opportunity 1Qualified Opportunity01/12/2020120000
Company 4Opportunity 1Develop strategy07/01/2021120000
Company 4Opportunity 1Present Value02/02/2021120000
Company 4Opportunity 1Negotiate Terms10/02/2021120000
Company 4Opportunity 2Qualified Opportunity02/01/202150000
Company 4Opportunity 2Develop strategy15/01/202150000

 

Result

CompanyOpportunityQualified OpportunityDevelop strategyPresent ValueNegotiate TermsClosed WonClosed Lost
Company 1Opportunity 101/01/202016/02/2020    
Company 2Opportunity 116/11/201923/12/201902/02/202015/06/202012/11/2020 
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Zilliox , In a matrix company and Opportunity on row and StageName column and Min of Date as value

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@Zilliox , In a matrix company and Opportunity on row and StageName column and Min of Date as value

That is indeed very simple. Stupid of me haven't think about it

 

thanks

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