How to show "Modified by" contact name on opportunity dashboard ?
Hi all,
were trying to show the contact who was responsible for setting an opportunity at a certain stage of the DCM .
The base object of the dashboard is on Opportunity. So when we try to add the person who modified the opp, we try to look in available data on the object "Stage in opportunity". We are able to show when the stage started. But we cannot figure out how to select who did the change (Modified by). Any advice ?
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Hello Damien,
In this particular case object "Opportunity" may have a lot of connected records with "Stage in opportunity" object. In other words, the system doesn't know which value exactly should be displayed for the record and you can only display the number of it (Quantity column from your screenshot).
In order to achieve your business task there is a need to create a chart based on the "Stage in opportunity" object.
Hope it clarifies!
Best regards,
Anastasiia