Opportunity Push Counter

Does what it's supposed to

Gave my sales managers the insight they wanted. Made a few mods and tweaks, but was def a time saver over developing on my own.

Great app!

The Opportunity tracking ability in this app has been an eye opener for us and given us the ability to coach where it’s needed.

Easy to use, Easy to track changes

Easy to install and the code edit suggested by Aiden works perfect. Now you can see how often a close date is changed and start to monitor the users that are doing this. Great tool

Simple yet Effective

The idea of this app is to count the amount of times a user is pushing an opportunity from one month to another not the amount of times the close date changes. This has been a real eye opener in the amount of times an opportunity has been pushed from one month to the next. A definite app you should have installed in your organisation

It is not fully supported in Summer ´14 version

you can install it and it will work inside your opportunity area. But it is something wrong in the code, so in my case I tried to uppgrade some Actions for another resons through the Data loader and because this extension was not clean from errors it was not possible to upload or upgrade information in SalesForce. i had to uninstall the push counter before I could use the data loader. Just so you know before you install it.

Works as advertised, easy to mod to fit our needs

We installed and followed other users feedback to modify it to increment only when a deal changes quarters so we can easily find deals that have fallen out of the quarter. We then created a custom field and wfr to capture the date the deal was pushed so we could monitor that as well. Makes for easier history reporting vs. reporting off of field history.

Very close -- here's a variation of the workflow logic

As Aiden pointed out, you can "beat the system" by incrementing a year ahead with the same month. This formula addresses that gap and only increments the count if the close date crosses a calendar month. IF( CloseDate > PRIORVALUE( CloseDate ), IF( OR( MONTH(CloseDate) YEAR(PRIORVALUE( CloseDate )) ) , TRUE, FALSE), FALSE )

Satisfied

We installed this in our org which is highly customized with too many workflows, code, fields, etc. It worked flawlessly on install and we never had problems with it since! Fairly lightweight and customizable in the worst case scenario. If you have a decent understanding of Salesforce you could probably build this on your own pretty quickly.

A decent starting point for the concept of counting opportunity pushes

This package uses a workflow rule and a custom opportunity field; where the workflow formula determines whether or not to increment the custom field. I think many will find that they have specific business requirements when it comes to looking at opportunity close date changes. In our case we wanted to track when an opportunity moves from one fiscal quarter to a later one. I installed this package and then modified the workflow formula to match our business situation. This is a decent package to show you the basics for the concept. Implementation in your organization will depend on what you are trying to capture and report.

Awesome!!!!

This is SO much easier than having to run Opportunity Field History reports to track down the changes in Close Dates! Absolutely wonderful! I did use AMartin's new workflow formula that takes into account the close date year - so good work AMartin! Should have the same app available for Forecast Category and how many times it gets downgraded :)