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Opportunity Sales Stage Name

Accepted answer
edited Feb 26, 2020 1:58PM in Reporting & Analytics for Sales 6 comments


How to retreive previous "Sales Stage Names"?



I have a requirement in which I need to highlight all "Sales Stage Names" that have been assigned to that particular Opportunity over its period of existence.

For example I am looking to return something similar to below;

Opportunity ID Opportunity Name Sales Stage Name Sales Stage Staus
123 ABC_TEST Preparation OPEN
123 ABC_TEST Submitted OPEN
123 ABC_TEST Expected OPEN
123 ABC_TEST Received OPEN
123 ABC_TEST Successful WON

The problem I have is that once this "Sales Stage Name" is updated within the UI I'm not entirely sure whether I lose that previous "Sales Stage Name" or it can be retrieved from somewhere through OTBI or BIP.

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