Hi everyone.
New here but I need some help, I can't figure out the best way to tackle this.
I work for a sales organization and I'm working on pulling some data to report on when the following condition is true.
When the sales rep goes on the appt, I need to see if they then created an opportunity at the same company anytime from 2 weeks before the due date until 30 days after the due date.
When that condition is true, I want to end up a type of "Converted", "Not Converted" and then have it include the "Sales Stage".
I have two tables created, Activities Ad Hoc and Opportunity Ad Hoc. Note that I just use adhoc data extracted from my database.
Activities Ad Hoc has these fields.
[Account ID],[Activity ID], [Due Date], [Created Date]
Opportunity Ad Hoc has these fields
[Account ID], [Created Date], [Opportunity ID], [Sales Stage]
There are a few other fields in the tables, but the data isn't relevant to this.
Hope somebody can help!
Brian