topic Betreff: Funnel Deal Progression Report in Dashboards & Reporting

Funnel Deal Progression Report

Her — Wed, 21 May 2025 08:11:00 GMT

How can I make a funnel that also accounts for deals that skipped a few stages in the process and not just deals that actually went from each stage to the next?

For example, the funnel I currently use accurately accounts for deals that went from stage 1 to stage 2 to stage 3 etc... but what if a deal went from stage 1 to stage 3 to stage 4 to stage 5 to stage 7?

Betreff: Funnel Deal Progression Report

franksteiner79 — Wed, 21 May 2025 08:17:51 GMT

Hi @Her

You will need to mark the stages between the first and last stage as optional.

Frank

Betreff: Funnel Deal Progression Report

Her — Wed, 21 May 2025 08:20:05 GMT

how?

im using the vertical funnel option.

Betreff: Funnel Deal Progression Report

franksteiner79 — Wed, 21 May 2025 08:35:23 GMT

Hi @Her

Adding a screenshot or two of what you are seeing and where you are in the system would be super helpful!

Here is what I am seeing in my portal:

Frank