Is it possible to freeze the age counter on an opportunity that is classified as "on hold" ? - Answers - Salesforce Trailblazer Community
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Brian BelcherBrian Belcher 

Is it possible to freeze the age counter on an opportunity that is classified as "on hold" ?

Hi, I'm interested in creating a new Stage that will allow our sales team to place an Opportunity "On Hold". This will allow them to still log activities related to the opportunity and have it remain in thier pipeline for scheduling purpuses but I will also be able to remove it from our forecast easily.

My question is related to whether it is possible to also freeze the counter on the Age field of that opportunity, as it is important for us to track how long a "active" opportunity takes to close. 

For example, Sales Person A works an opportunity for 3 months until they realize that due to budgeting cycles or perhaps personnel changes, the opportunity will not close in a reasonable time. A year later they still would like to pursue the opportunity and we would like to maintain the data from that opportunity during that "hold period", once the opportunity is made "active" again I would like the Age counter to continue so  if it closes we can still judge how long it took to close.

The counter in this case would be 3 months, followed by 12 months of inactivity and another 3 months until close. I would like this to display 6 months instead of 18 months.

One alternative would be to move the opportunity to Closed Lost and reopen it after that year but I question whether that would be a best practice.

Any suggestions would be greatly appreciated!

Brian.
Best Answer chosen by Brian Belcher
Steve MolisSteve Molis
You will not be able to do that with the standard Age field, you would need to create a custom field and update it with a custom Process and/or Code

You might be better off using a standard Opportunity History Report and just include/exclude the "On Hold" Stage using Report Filters, then add a Chart to the Report and add the Report Chart to the Opportunity Page Layout (no custom code needed)

All Answers

Jordan NelsonJordan Nelson

Hey Brian,

A solution that comes to mind for this would be the following

Create Custom Fields

1. Create a custom field on the opportunity object titled "On Hold Start" or "On Hold Start Timestamp".  Have this field be a Date/Time field
2. Create a custom field on the opportunity object titled "On Hold End" or "On Hold End Timestamp".  Have this field be a Date/Time field
3. Create a custom field on the opportunity object titled "On Hold Time".  This will be a formula field that will take will do the math between the two custom fields above.  (On_Hold_Start - On_Hold_End)
3. Create a workflow rule that will stamp "On Hold Start" field with NOW() when the opportunity stage is changed and moved into the status "On Hold"
4. Create a workflow rule that will stamp "On Hold end" field with NOW() when the opportunity stage is changed and moved out of the status "On Hold"

^ This will allow you to track the total time your opportunity sat in the status of "On Hold".  I know this is some custom work but it could be used as a possible solution to this.  If you didn't want to do workflow rules you could also use the process builder. 

If this solution fits your needs, please mark it as the "best answer" so other users can quickly reference this that have the same question as you.



Cheers!

 

 

Brian BelcherBrian Belcher
Thanks for the response Jordan.

Perhaps, I'm missing something but isn't that essentially the Stage Duration field which calculates the time spent in a particular Stage?

Would your solution change the "Age" field of the Opp?

Brian.

 
Andrew GillanAndrew Gillan
Hi Brian

Here is another post with a similar issue which has a nice suggestion:

Titled:  How to count days based on a record's status?

https://success.salesforce.com/answers?id=9063A000000aBouQAE#!/feedtype=SINGLE_QUESTION_DETAIL&dc=All&criteria=OPENQUESTIONS&id=9063A000000q1lvQAA

Regards
Andrew
 
Steve MolisSteve Molis
You will not be able to do that with the standard Age field, you would need to create a custom field and update it with a custom Process and/or Code

You might be better off using a standard Opportunity History Report and just include/exclude the "On Hold" Stage using Report Filters, then add a Chart to the Report and add the Report Chart to the Opportunity Page Layout (no custom code needed)
This was selected as the best answer
Brian BelcherBrian Belcher
Thanks Steve, I think that solution might make sense.