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.

Answers

  • Danielle Arteaga
    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)?

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