This feature has been in consideration since a while, is there any ETAs?
Here’s my two cents:
Next stage conversion & cumulative conversion ratios:
- If a deal was created directly in let’s say Negotiation or Proposal stages, it does not count in stages earlier to where it was created --- that skews Next step conversion percentages
- If a deal has skipped one of the stages in swim lane - that is not getting counted in Cumulative Conversion percentages
To fix the above: need to customize the system to consider a deal to have gone through all stages prior to the current stage it is in, even if it was originally added in a later stage or skipped a few stages while progressing
Hygiene:
- How can we disable creation of deals in a stage that is not the very first stage in the funnel? While creating a deal - it should go to the very first stage ONLY
- How can we disable stage skipping? -- A deal can be moved to the next stage only, it can’t jump any stage except if getting moved to ‘Lost’