topic Re: Month-over-month pipeline growth in Dashboards & Reporting

Month-over-month pipeline growth

DStoenescu — Tue, 28 Feb 2023 16:20:21 GMT

Hi,

I would like to build a report for my sales pipeline. I am interested in having a graph that shows me month-over-month growth (%) in deals that entered a specific stage. I was able to create a graph showing me the cumulative numbers of the deals that entered in specific stage, but is it possible to show me also the growth increase in %?

Thank you in advance!

Best,

Davia

Re: Month-over-month pipeline growth

karstenkoehler — Tue, 28 Feb 2023 16:23:04 GMT

Hi @DStoenescu,

Some chart types don't allow comparisons for the previous date range, some do. You would find this option in the top right corner of the single object report builder:

If you're able to access this option, could you please share the exact settings (Filters, visualized properties) via screenshot?

Best regards

Re: Month-over-month pipeline growth

DStoenescu — Tue, 28 Feb 2023 16:41:03 GMT

Hi @karstenkoehler ,

Thank you for your response,

I am interested to see the cumulative deals that entered the warm lead stage last quarter and the increase mont-over month.

Re: Month-over-month pipeline growth

karstenkoehler — Tue, 28 Feb 2023 16:47:37 GMT

Hi @DStoenescu,

The comparison options require the displayed date to match the filtered date. Once you make that change, the comparison drop down should become available.

Best regards!

Re: Month-over-month pipeline growth

DStoenescu — Wed, 01 Mar 2023 11:09:23 GMT

Thank you @karstenkoehler ,

I was able to compare it to previous quarter or period, but it would be useful if there would also be an option to compare it to previous month over a period of one year. I did not find the option of showing me the month over month increase in %.

Best,

@DStoenescu

Re: Month-over-month pipeline growth

Chris_Hamoen — Thu, 17 Aug 2023 14:41:50 GMT

Is it important to know what changed specifically, or just the % change?