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)
Access your files securely from anywhere
Zoho Developer Community
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Announcing Zoho Analytics 6.0 Beta!
We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team
What's New in Zoho Analytics - August 2024
Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data
We are coming to your city! Zoho Analytics Community Meetup
Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing
Zoho Analytics: 2021 Look Back
As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021
[Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022
Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution. Hear more from Claudio Cabeza, Director at PREMO
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.