Opportunity Won Date

Opportunity Won Date

Funnel Metrics tracks date-related funnel stage information on the Campaign Member. This information includes fields that specify when specific funnel stages were attained; however, there is no date field for Opportunity Won. Why? Because that date is already defined by the Opportunity Closed date.

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For reporting purposes there can be some value in having all the dates on one object. Therefore, Funnel Metrics allows customers the ability to add their own Won date.

How to add an Opportunity Won Date

1. Add a date or date/time field on the Campaign Member object. We suggest giving it a friendly label of "Won Date," so that it aligns with the other related fields.

2. Add that field onto the layout, next to the Won checkbox.

3. Navigate to the Funnel Metrics Funnels Configuration page and open up a draft funnel. (For more information on funnel configuration, click here.

4. Edit the Opportunity Won stage, and add the date or date/time field under the "Funnel Fields to Populate."

5. Save and activate the funnel. Ta-daa! You're done.

Populating the Opportunity Won Date Field

When the field criteria are met, the Opportunity Won Date will automatically populate with the standard Opportunity Closed Date. If you'd prefer, you can also configure any date you like: Just add a Source Field. We don't suggest this in most cases, so it's best to check with FCI before configuring a custom date here.