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Excel Web Query Feed : Opportunity Stage History Report

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See: Using Excel Web Query files to extract data

What is the Opportunity Stage History Report?

The Opportunity Stage History Report is essentially a record of every stage change that an Opportunity undergoes.  If an Opportunity passes through 4 stages in its lifetime, then there will be four records in the Opportunity Stage History Report for that particular Opportunity.

This report, combined with an Excel Pivot Table can be used to report on such things as:

  • Opportunities that were created in a period of time
  • Opportunities that underwent a stage change during a period of time
  • Opportunities that reached a specific stage during a period of time (Closed/Won, Closed/Lost, etc.)
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