topic Re: Overview of Weekly Deals Created in Dashboards & Reporting

Overview of Weekly Deals Created

BWitcher — Thu, 06 Jul 2023 20:58:58 GMT

Is there a way to show a report that has x-axis as "number of deals created into a specific stage for the week" and then y-axis "trailing weeks." Would like to see in graph form how much each week has netted us.

Re: Overview of Weekly Deals Created

paulschmidt — Thu, 06 Jul 2023 23:54:07 GMT

I understand the X-axis. What do you mean by trailing weeks?

Re: Overview of Weekly Deals Created

karstenkoehler — Fri, 07 Jul 2023 04:43:28 GMT

Hi @BWitcher,

In other words, you'd like to see how many deals enter one specific stage over time, broken down by week?

If so, this is easily created. Navigate to Menu > Reports > Reports > Create report > Single object > Deals.

In the Filters section (top left), change the Create date filter to another property. Search for "Entered Stage Date -" and find the stage you're interested in.

Next, click Hide filters and you should land in the Data tab. In here, click Add deal property and find the same "Entered Stage Date -" field.

Next, move on to the Visualization tab, drag and drop the "Entered Stage Date -" property into the Displaying area, along with Count of Deals. Change the bar type to vertical bar chart and use the Frequency dropdown in the top right corner to set it to Weekly.

That should be it. If you meant something else, let me know.

Best regards!

Re: Overview of Weekly Deals Created

BWitcher — Fri, 07 Jul 2023 13:56:29 GMT

This worked, thank you!