Field Name | Description |
Change Date | Date the opportunity was changed |
Opportunity Name | Lookup to the Opportunity |
Opportunity Lifecycle | - Opener: the initial state at the time an Opportunity was created.
- Working Opportunity: changes that were made after an Oppt was created but before it was closed.
- Closer: changes that were made when an Oppt transition into a 'Closed-Won' or 'Closed-Lost' state
- Pipeline Clearing: net pipeline/coverage that was lost when an Oppt was closed
|
Change Type | Either Amount, Date or Stage |
Amount Change | The Amount an Oppt value increased or decreased by. Always positive when an Oppt is first created if Amount > 0 |
Date Change Amount | The number of days an Oppt close date was changed. Positive if it was changed to a later date and negative if changed to an earlier date |
Stage Change Amount | The number of stages an Oppt progressed. Positive if it moved forward and negative if it moved backward |
Amount Change Direction | 'increased' if positive, 'decreased' if negative |
Date Change Direction | 'pulled-forward' if an earlier date, 'pushed-back' if a later date. |
Stage Change Direction | 'forward' if moved forward, 'back' if moved backward. |
Current Stage Name | Name of the current Oppt stage |
Current Stage Probability | Probability of the current Oppt stage |
Current Stage Type | Salesforce's native 'Type' of current stage: Open, Closed-Won, Closed-Lost |
Funnel Stage | current {{probability}} - {{stage name}}. Eg: 10-discover |
Previous Stage Name | Name of the previous Oppt stage |
Previous Stage Probability | Probability of the previous Oppt stage |
Previous Stage Type | Salesforce's native 'Type' of current stage: Open, Closed-Won, Closed-Lost |
Previous Funnel Stage | previous {{probability}} - {{stage name}}. Eg: 10-discover |
Time in Previous Stage | Hours in previous stage. Only applies if the OpportunityChange.Type = 'stage' |
Opportunity Modifier | Lookup to User who changed the Oppt |
Opportunity Modifier Team | Lookup to User.Team who change the Oppt |
Opportunity Owner | Lookup to User who owns the Oppt |
Opportunity Owner Team | Lookup to User.Team who owns the Oppt |
Changed by Owner? | True if Oppt.Owner = OpptChange.Modifier |