Calculate Number of Deals on a Waitlist at a Given Time?

Hi,

For context, a buyer and seller will approach my team and provide us with a proposed close date of their deal. Often times our deal teams are finishing up other deals and cannot immediately start working with them. We create a Salesforce opportunity and add them to our "Waitlist" (category in SF opp). Sometimes this may take 10-20 days.

I'm looking to created a dashboard that shows how many deals we had on our waitlist at a given time. For example, I want to be able to say "In the second week of April 2024 we had 5 deals on our waitlist." I have the stage history report from Salesforce.

Is this something that anyone else has done? Open to any and all suggestions.

Find more posts tagged with

Dashboards

Salesforce Connector

Countif

Accepted answers

All comments

Danielle Arteaga

You can definitely count using one or more date fields as a condition, but how you would do it depends entirely on the structure of your sheet. Can you share a screenshot of the column headings (particularly the date fields)?

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, sort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.