Deal KPI Report

SCheung — Tue, 13 Jul 2021 14:57:22 GMT

Hi,

I'm seeking help to set up report to track time in Deal stage:

- Time to close a deal

- Time from contract sign (close deal) to subscription

- Number of touchpoints (incl. call, meeting, email etc) to close a deal

Thanks!

Re: Deal KPI Report

webdew — Wed, 14 Jul 2021 07:35:39 GMT

Hi @SCheung ,

- You can create a report with the deal property 'close date' to determine on which date the deal was closed. Check SS: https://prnt.sc/1b02u2i
-to track time from close deal to subscription, there isn't any native provision for that, but you can create a contact property Subscription date with calendar field type and use that in your report.
-you cannot have a report that tells you the touchpoint of a particular report. check SS: https://prnt.sc/1b05cx9
Rather you can have all the calls/meetings/email activities done by a rep.

Also, check this report in custom report library if it can be of any use to you: https://prnt.sc/1b0f589

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

Re: Deal KPI Report

SCheung — Thu, 15 Jul 2021 08:09:49 GMT

Thanks!

topic Re: Deal KPI Report in Dashboards & Reporting

Deal KPI Report

Re: Deal KPI Report

Re: Deal KPI Report