I am looking for instructions on how to create the following reports:
Initiation-to-close time = when we make first contact with a lead until we close a deal
Meeting Acceptance Rates.
Deal Win-Loss Ratio.
Our deal stages are all set up with the metrics we need to report on, just need help actually generating a report.
Thank you!
Hi @HAdamson,
In the free version, you’re limited to the report library: Use a report from the report library
Here you can check for reports that are closest to your requirements. As far as I’m aware, the report library does not contain exactly what you’re looking for, however. To create the reports from your list, a Professional subscription would be needed to access the custom report builder: Create reports with the custom report builder
Best regards!