Recipe formulas — engineering funnel stages

Metrics like conversion and time-in-stage don't exist in Salesforce — you engineer them here.

Formula fields to add

• Stage bucket — group granular stages into funnel steps (Prospect → Qualify → Propose → Close)
• Days in stage — a date diff between history timestamps
• Is converted — flag opps that advanced past each stage
• Deal size band — SMB / Mid / Enterprise from Amount

Example transform

daysInStage = date_diff("day", StageEntered, coalesce(StageExited, now()))

Keep the logic in the recipe, not the dashboard — it's reusable and far faster to query.