report on historic opportunity status changes

Anna Silvestri

HI, I think I'm having one of those days where i tend to make thing more complex than they are, and i'm missing some easy solution. I need to create a report that shows the progression of opportunities at the end of each quarter. Something like:

at the end of Q1 we had 10 opps in Submitted status, at the end of Q2 3 of these had progressed to completed, 3 to accepted, and 4 were declined. At the end of Q3 etc etc,,,

How can I actually do this? I can use Excel and PowerBi, but I just don't seem to be able to download the data I need

Alex Wong

Unfortunately, I don't think there is a "query/list" way to get all the status changes for you to create this report.

The only option I can think of is via the prospect API that gives you status PER constituent:

1. Query API to get list of constituents with prospect status that you are interested in reporting
2. For each constituent prospect record, call the prospect API mentioned above to get the information and store into an excel file
3. Directly uses the excel file to create report or create power bi that consume this excel file to create report

Dennis Ladnier

@Alex Wong is correct (as is usual!).

What I do is, via the skyapi, extract a list of all current opportunity status info and place them in a data warehouse noting changes from 'yesterday' - this provides a history of status changes without having to individually call the prospect api per constituent.

Probably more complex than you want but it works.