So here’s a new one. It’s been known amongst us CRM geeks for some time that the built-in Sales Pipeline report has some, let’s say, quirks. For example, if you want to group the report by your Sales Process using the parameter drop-down, you’ll first have to have a Workflow applied against the Opportunities, and the workflow must contain “Stages” which have the names of each step of your sales process. This is where the Pipeline Report gets its groupings.
If you run a workflow against the Opportunities, and update the Opportunity salesstagecode or stepname fields, this out-of-the-box report will not show you your pipeline with these groupings.
Well, today I discovered something even stranger. I was testing a sales process for a client, and set it to be a manual workflow so I could run it on demand during testing. I ended up running it three times agains 50 opportunities. Guess what? The Sales Pipeline report showed that there were 150 opportunities in my pipeline! Each opportunity was counted once every time a workflow with stages had been run against it.
So I realized that since it’s pulling its groupings from the completed workflows, I could just delete the workflows from the histories, and that would take care of it right? Well, only sorta. I also had to use the scale group job editor to kick off the deletion service, since the report doesn’t filter out completed workflows that have been marked for deletion.
One of these days I’m just going to have to rebuild that Sales Pipeline report from scratch!