For a report that wants the total number of deals (broken out by deal stage) across both pipelines
Hi @emmycurry
Can you maybe elaborate a little bit?
Right now, I am not sure what you are doing and why and what the acual issue is.
Cheers
Frank
Hi, sorry for the unclear message.
Right now I have two pipelines (New Clients and Existing Clients) and under each of those pipelines are the deal stages, however the deal stages have different names. (for example, in the New Clients, one of the deal stages is “Stage 3 Solution Development”, and in the Existing Client pipeline, that same stage is called “Drafted”). I’m looking for a way to create Report to tell me the total number of, both of those stages combined. So, for example, I would want one column of a chart to include all of the deals from “Stage 3 Solution Development” and “Drafted” (both from different pipelines). I would also like to add more data to the report that represents the other stages of the pipelines. Does that help clarify?
You can do that for two different deal stages that you want to combine and use a KPI report or chart that stacks both different deal stages above each other.
If you want more than one combined stage in a report, you should be able to do that with Ops Hub, Data Sets and custom properties - because you if you combine two different stages into one, that field needs to be defined to contain the rolled up values.