topic How can I generate Profit win probability for each deal stages? in Dashboards & Reporting

How can I generate Profit win probability for each deal stages?

bdurmaz — Mon, 06 Dec 2021 03:16:52 GMT

Hey there,

I am here looking for how can I generate more profit win probability for the deal at each stages. want to know how many deals we lose between each stage. 100 Leads turn into 60 offers (60% win) turn into 30 deals (50% win). Right now I don't have a clear overview where we lose our leads in our sales funnel.

Re: How can I generate Profit win probability for each deal stages?

karstenkoehler — Thu, 02 Dec 2021 09:32:29 GMT

Hi @bdurmaz,

There is a default report for this in the report library. Navigate to Menu > Reports > Reports > Report libary and search for "Deal stage funnel with deal totals and conversion rates".

Keep in mind that conversion rates will only be shown if they've moved through all stages. Otherwise, logically, they can't be included in the calculation.

Hope this helps!