Do you measure opportunity amount on create date or close date? | Community
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A
Anonymous
March 5, 2013
Question

Do you measure opportunity amount on create date or close date?

  • March 5, 2013
  • 2 replies
  • 802 views
When you look at a chart of opps created in 2012, does it show measurements from the opportunities' create dates or close dates?
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2 replies

A
Anonymous
March 5, 2013
Hi David -- curious what type of report you're running. Could you maybe provide a screenshot or let me know what report type you're looking at?
A
Anonymous
March 6, 2013
Hi Ken,

Sure thing — see the sample report and my follow-up question below.




One of these opps was created in November for $7,500 and was later closed-won for $11,376. So obviously the closed booking value would be $11,376, but what should the original opp be valued at? In other words, if we create a chart to show how much opportunity was created in November, should we value the opp at $7,500 or $11,376?


Thanks,
David
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