How to add stage duration tracking to an Opportunity page layout

To keep track of how many days an Opportunity has been in a pipeline stage, admins can add a Stage Duration table to the Related tab and a Time in Stage field to the highlights bar.

To add the Stage Duration Table

The Stage Duration table provides a detailed overview of the Opportunity's progress, from which pipeline is being used to the user that made the most recent edit. Users can also review how long the Opportunity was in previous pipeline stages.

  1. Go to System Settings > Objects and Fields. Select Opportunity.
  2. Click Page Layouts, then select an Opportunity Layout.
  3. Click the Related tab.
  4. Under Available Lists, find Stage Duration and drag it on to your layout.
  5. If you want to use the default columns for the table, click Save Layout.

To edit the columns

 The Stage Duration table includes the following column fields:

  • Pipeline Name
  • Stage Name
  • Days In Stage 
  • Date Modified
  • Modified By (User Name)

These fields can be rearranged and removed from the table, but you cannot add any other fields to the table.

  1. While in the Opportunity page layout configuration screen, locate the Stage Duration table in the Related tab.
  2. Hover over the table until a gear icon appears in the upper right corner of the table. Click the gear icon.
  3. To remove a column field, select the field in the Visible Columns section. Then click the left arrow to remove it. It can be added back later if needed.
  4. To change the order of your column fields, select on the field in the Visible Columns section and use the up and down arrows to change its order. 
  5. Optionally, you can also use the Sort By or Sort Type dropdowns to organize the columns. 
  6. Click Save Changes.
  7. Click Save Layout.

To add the Time in Stage field

The Time in Stage field provides a quick way to check how many days the Opportunity has been in its current stage. While it isn't as detailed as the Stage Duration table, it is a simple way to check progress.

  1. Go to System Settings > Objects and Fields. Select Opportunity.
  2. Click Page Layouts, then select an Opportunity Layout.
  3. Under Available Fields, select Time in Stage. Drag the field on to the highlights bar.
  4. Click Save Layout.
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