topic Re: Tracking pipeline over time... automatically in 💬 RevOps Discussions

Tracking pipeline over time... automatically

YourHeadofSales — Mon, 11 Sep 2023 08:19:14 GMT

Hi community,

We were challenged by our board to start tracking total pipeline and weighted pipeline over time. I've looked through lots of custom and pre-built reports and can't seem to find one that captures historic pipeline, or can capture the pipeline on a specific day to add a report (for example, take pipeline on 1 August, 1 September, 1 October, etc. and create a graph). Is this possible, or will it always be a manual process.

Many thanks!

Re: Tracking pipeline over time... automatically

CHawkins — Mon, 11 Sep 2023 19:16:14 GMT

Have you used the Historical Snapshots report in the Sales Analytics? This thread has some additional ideas for customizing it.

Re: Tracking pipeline over time... automatically

Lucila-Andimol — Thu, 14 Sep 2023 19:47:24 GMT

HI @YourHeadofSales hope you are doing great.

If you already know which dates you need to report on

I'd prepare a special dashboard with the report of pipeline information you need

and clone it 11 times and edit the dates.

So this way you have the January, February...(and so on) reports ready

to be filled when the month arrives. And at the end of the year

you have all the historic data there.

Hope this helps.