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Last Qualified Date object

edited Oct 19, 2020 3:45PM in Reporting & Analytics for Sales 2 comments

Summary

How to 'count' Last Qualified Date object

Content

Hello,

I need a way to count how many Leads were qualified in 2019. Since the 'Qualified' status only lasts until they Retire them or move them to Converted status, the best way to count what was qualified in 2019 is to look at the "First Qualified Date" field. How can we count that field to use it as a metric? We've tried a CAST function and it is not working as we'd expect. We've also tried creating a custom formula using a Fact measure and we can't seem to get that to work either. 

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