Funnel Deal Progression Report

[Her]

How can I make a funnel that also accounts for deals that skipped a few stages in the process and not just deals that actually went from each stage to the next?

For example, the funnel I currently use accurately accounts for deals that went from stage 1 to stage 2 to stage 3 etc… but what if a deal went from stage 1 to stage 3 to stage 4 to stage 5 to stage 7?

[franksteiner79]

Hi @Her

You will need to mark the stages between the first and last stage as optional.

Frank

[Her]

how?

im using the vertical funnel option.

[franksteiner79]

Hi @Her

Adding a screenshot or two of what you are seeing and where you are in the system would be super helpful!

Here is what I am seeing in my portal:

Frank