Funnel Reports is a a great tool however I think the current options are not applicable for some cases.
We do not need it to limit or cover the dates of the stage movements but we’d like to know the progress of leads/deals created at a specific year bracket like:
- Among our 2024 leads, how many went from lead to opportunity to customer? (regardless of when the movement took place)
- In reviewing our 2020-2024 deals - how many entered encoding to either closed won or lost or still pending.
There is a filter for create date however the process/main date range can only accomodate max of 1860 days. If atleast we can make that all time, the filter should work but no, we can’t, at least for now.