topic Re: Deal Stage Journey - Szenarios in Dashboards & Reporting

Deal Stage Journey - Szenarios

MichaelSchm — Thu, 21 Sep 2023 14:38:45 GMT

Hello,

We have cases like:

contract sent - Pending - Sent - signed.

But trying to use the journey report causes an error:

Example:

150 - 12 - 0 - 0

if I delete the first sent I end up with

147 pending - 6 sent - 4 signed

There are also cases like

sent - deal lost - sent - signed

How can I create reports of those cases?

The sent - deal lost case gets overwritten by sent - signed

even just by sent - lost the next step sent counts as 0.

Please make it possible to follow this steps.

Re: Deal Stage Journey - Szenarios

franksteiner79 — Thu, 21 Sep 2023 14:40:46 GMT

Hi @MichaelSchm

Can you share a screenshot or two of your report settings?

Most likely the incosistency is caused by all steps being set to mandatory, so if a deal does not go through all the steps it will drop off or not be shown - but this is just a guess.

Thanks

Frank

Re: Deal Stage Journey - Szenarios

MichaelSchm — Thu, 21 Sep 2023 15:12:06 GMT

First screen: Is the special case.

Second screen: I can see this special case as one of the 4 deals.

But those cases involve:

pending - other stuff - sent - signed

other stuff - pending - sent -signed

Third screen: The case I wanted to see is missing.
The 5 in the end would represent sent - sent - signed.

But sent - pending - sent - signed is not possible.