Sugar Discover – Enhanced Forecasting – Requirement: A report on specific Opportunities and their state (Sales Stage / Likely Amount) for a specific date range.

Question

Hi Sugar Club members, 
 Looking out for some help and guidance on a report in Sugar Discover. 
 Our customer wants a report on what was the state of specific opportunities during a date range 
 ** A graph that has snapshot dates/month on the X axis and what was the &lsquo;Likely&rsquo; amount and / or the Sales Stage for those records on that particular snapshot date. 
 Would anyone have any insights on what fields and metrics do we use to achieve something like this. 
 
 Regards, 
 Sheldon

Sheldon Pereira · Accepted Answer

Hi Sheldon! Great question! 
 I've got a couple options for you. 
 Option 1 (closer to your original ask) 
 You could create this type of report as either a Column or Stacked Column report. Here's how you'd set it up: 
 
 Select the visualization type you want. 
 Add your fields that represent the opportunity and the sales stage to the Columns (Column chart) or Color Stack (Stacked Column chart) shelf (we call the white box a "shelf" in this interface). 
 Add Snapshot Date to the X-Axis shelf. 
 Add your metric of interest (e.g., Likely) to the Metrics shelf. 
 Click on the opportunity field and add a filter to only show the opportunities you want. You can learn more about filters here . 
 I also added Snapshot Date to the Slicer shelf so that I could use the box at the top of the report to adjust which time frame I'm looking at more easily. You can learn more about slicers here . 
 Here's what I end up with using these steps to show a single opportunity. Note that the colors correlate to an opportunity-sales stage pair. So the two colors are both the Pullman Cart Company opportunity, but dark purple is the Proposal/Price Quote stage, while light purple is Negotiation/Review.

Option 2 (allows you to more easily view multiple opportunities) 
 You could create this type of report as either a Column or Stacked Column report. Here's how you'd set it up: 
 
 Select the visualization type you want. 
 Add your field that represents the opportunity to the Columns (Column chart) or Color Stack (Stacked Column chart) shelf (we call the white box a "shelf" in this interface). 
 Add Snapshot Date to the X-Axis shelf. 
 Add your metric of interest (e.g., Likely) to the Metrics shelf. 
 Click on the opportunity field and add a filter to only show the opportunities you want. You can learn more about filters here . 
 I also added Snapshot Date to the Slicer shelf so that I could use the box at the top of the report to adjust which time frame I'm looking at more easily. 
 Here's what I end up with using these steps and looking at a couple opportunities:

Then you could link a target report to this report so that you can click on a bar to get more info on the opportunities (e.g., the sales stage). To do so, you'd go to the Formatting Panel and choose a drill link target report. 
 
 Then when you click on a bar, you'd see a table that gives more info: 
 I think this way is easier to use when looking at multiple opportunities so that you don't have as many colors. Because each opportunity and sales stage combo will have its own color, having several opportunities and sales stages will get hard to keep track of (at least for me!). 
 Please let me know if you have any more questions!