Hello, is there a way to make every deal stage mandatory to pass to the next stage? This would be extremely helpful with conversion rates, as they are impossible to retrieve as long as some deals skip some stages when enetered.
good idea!
YES!
Excellent idea. I need this functionality too.
Without this functionality, the deal funnel fails. You cannot get an accurate understanding of Deal Conversion by stage as deals can jump from 2 to 4, by passing 3. This is in Salesforce and Marketo - I’ve used those both. its not a hard change but would make your deal funnel reporting useful, right now, its not.
Extremely needed. I have no idea how to calculate our Deal and Contact conversion rates just because some of them have not gone through EACH stage.
Absolutely needed. Especially given the conversion rate reporting functionality.
Seems that have added this. I was creating a funnel report yesterday and it gave me two options:
- calculate deals that passed through any of the stages
- or only Deal that went through all of the stages
this is helpful
KLeschyshyn - that is the report. We are talking about making each stage required at the deal object. Otherwise, it’s impossible to find time in stage metrics.
oh, I was all in reporting recently and the new funnel reports somewhat cover it.
But you’re right - making Deal stages mandatory would make it way better! 
Hey team! Do we have any updates on this idea (making deal stages mandatory)? we definitely need this product update!
I recently had a case where they need this on specific deal stages, so not all of them being mandatory. Thanks!
Hi there,
Thats a feature that definitely would be helpfull, otherwise the conversion rate analysis by step (where we can actually improve) is always depending on the sales team alignment in “passing thruoght” all the phases, which in reality is unfortunatelly not reliable for many reasons.
I agree. I just wrote in about this as I was attempting to implement this as well. This would help tremendously with reporting. Sales reps compliance is never going to be 100% so this is one way to help combat that.
Very much needed…
Hello community members!
Thank you for sharing your feedback and support for this idea. I’m happy to share that we’re working on a solution for this.
We’re looking to run a small early access group in the coming weeks. Space is limited, so please join our waitlist via this form if you’re interested in getting early access. Note: Only available to super admin users and for customers on a Professional or Enterprise plan.
I look forward to sharing more updates in the coming weeks!
Hi @JeannieN
do you already have an idea when this solution will go live (even as a beta)? Thank you!
Any updates or access to a private early access stage or beta would be highly welcome from our side.
as we need this feature for our reporting and forecasting accuracy.
Hi - I’m also in requirement of this feature asap - any timeframe ideas would be appreciated.
Hi fellow community members!
Our private beta is closed and currently in-progress. I’ll post again with an update once we are ready to move to public beta.
Thank you for your interest in testing this feature.
Cheers,
Jeannie
Just adding onto this chain so I can be updated when this feature comes.