Help with KPI Widget for Stage History (CRM)
I am a Zoho Partner, and I have a client that needs an Analytics Dashboard Widget that will display all Deals that were in "Proposal Sent" stage in the last 365 days. The problem is that some of the Deals entered that stage twice and are duplicating the results due to that. So, how can I set up a widget with a count of all Deals that were in Proposal Sent stage but disregard any that were in that stage multiple times.
Example:
ABC (Deal) = New
ABC (Deal) = Negotiating
ABC (Deal) = Proposal Sent
ABC (Deal) = Negotiating
ABC (Deal) = Proposal Sent
ABC (Deal) = Closed Won
XYZ (Deal) = New
XYZ (Deal) = Negotiating
XYZ (Deal) = Proposal Sent
XYZ (Deal) = Closed Lost
Widget:
# of Deals with Proposals Sent Last 365 Days = 2
(eliminates the extra Proposal Sent on the same Deal)