topic Custom Report/Dashboard for Each Stage in Dashboards & Reporting

Custom Report/Dashboard for Each Stage

ridazaidi01 — Wed, 12 Nov 2025 05:42:52 GMT

Hi,

I am working on custom reports and want to create one for a particular stage. It will be months against ARR for "Closed Won" Stage.

How can I do this? I tried a custom report but couldn't create for particular months. Then, it is for all stages together.

Re: Custom Report/Dashboard for Each Stage

karstenkoehler — Wed, 12 Nov 2025 05:46:41 GMT

Hi @ridazaidi01,

I'm not sure I fully understand but it sounds like you may want to place this property on the x-axis: Date entered [stage ID]: the date and time the deal entered the stage.

That way you can visualise when a deal entered this stage, by count or (weighted) amount for example.

Best regards