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paulyeo11
Valued Contributor II

How to re-arrange my sales stage sequences for easy view ?

Hi All,


I have sales stage , which have more then 7 label. Now when i plot in stack chart , the sequences does not go with the flow.


My sales stage now is like below sequences :-

Closed Lost

Closed Won

Commitment to Buy

Initial Communication

Needs Assessment

Negotiation

Pending

Prospecting

Sales Fulfillment


How to make it like below sequences :-

Pending

Sales Fulfillment

Closed Lost

Closed Won

Commitment to Buy

Negotiation

Needs Assessment

Initial Communication

Prospecting


Paul

1 Solution

Accepted Solutions
kenphamvn
Contributor III

Re: How to re-arrange my sales stage sequences for easy view ?

Hi

Using Sort Expression in char property

1-18-2018 11-22-38 AM.png

if(Name ='Pending',1

,if(Name ='Sales Fulfillment',2

,if(Name ='Closed Lost',3

,if(Name ='Closed Won',4

,if(Name ='Commitment to Buy',5

,if(Name ='Negotiation',6

,if(Name ='Needs Assessment',7

,if(Name ='Initial Communication',8

,if(Name ='Prospecting',9

)))))))))

Regards

An Pham

4 Replies
paulyeo11
Valued Contributor II

Re: How to re-arrange my sales stage sequences for easy view ?

My QVW

kenphamvn
Contributor III

Re: How to re-arrange my sales stage sequences for easy view ?

Hi

Using Sort Expression in char property

1-18-2018 11-22-38 AM.png

if(Name ='Pending',1

,if(Name ='Sales Fulfillment',2

,if(Name ='Closed Lost',3

,if(Name ='Closed Won',4

,if(Name ='Commitment to Buy',5

,if(Name ='Negotiation',6

,if(Name ='Needs Assessment',7

,if(Name ='Initial Communication',8

,if(Name ='Prospecting',9

)))))))))

Regards

An Pham

paulyeo11
Valued Contributor II

Re: How to re-arrange my sales stage sequences for easy view ?

Hi Sir


I have modify your expression to below and it still not sort accordling to my requirement :-


if([Sales Stage] ='Pending',1 

,if([Sales Stage] ='Sales Fulfillment',2 

,if([Sales Stage] ='Closed Lost',3 

,if([Sales Stage] ='Closed Won',4 

,if([Sales Stage] ='Commitment to Buy',5 

,if([Sales Stage] ='Negotiation',6 

,if([Sales Stage] ='Needs Assessment',7 

,if([Sales Stage] ='Initial Communication',8 

,if([Sales Stage] ='Prospecting',9 

))))))))) 


Paul

paulyeo11
Valued Contributor II

Re: How to re-arrange my sales stage sequences for easy view ?

Hi Pham

Now it work fine now  , due to the label name i does not put in "_". Thank you so much.

if([Sales Stage] ='Pending',1 

,if([Sales Stage] ='Sales_Fulfillment',2 

,if([Sales Stage] ='Closed_Lost',3 

,if([Sales Stage] ='Closed_Won',4 

,if([Sales Stage] ='Commitment to Buy',5 

,if([Sales Stage] ='Negotiation',6 

,if([Sales Stage] ='Needs_Assessment',7 

,if([Sales Stage] ='Initial_Communication',8 

,if([Sales Stage] ='Prospecting',9 

))))))))) 

Paul