topic Activity by Deal Stage in Tips, Tricks & Best Practices

Activity by Deal Stage

JBunde-Lopez — Wed, 11 Oct 2023 14:15:32 GMT

Hi all,

coming straight to my question with an example:
Let's say you have pipeline X, and you'd like to know the activities per Deal Stage that have happened. How do I set up the report for that?
Can somebody help me?

I kinda did it, but I don't know whether the data I got reported makes sense

Here are my filters and Values

Re: Activity by Deal Stage

karstenkoehler — Wed, 11 Oct 2023 14:07:18 GMT

Hi @JBunde-Lopez,

As far as I know, this is currently not possible. This would require the report to cross-reference the activity date with the time spent in a deal stage. I'm not aware of any report settings or workarounds which could achieve this natively, unfortunately.

Best regards!