I have a horrible feeling this can’t be done in a report but we recently changed our pipeline deal stages and I have now lost the conversion rate from the funnel diagram.
I tried changing to “ANY” from “ALL” but that just gives me totals and not the handy percentage… do I have to just calculate the percentage myself?
@daveon Did you create net new pipeline stages or update the current stage names?
Created new ones, or rather added a couple of new ones
@daveon Yeah you likely lost some of the true conversion criteria. But what you could do is pull a conversion report and exclude your newly created stages in order to preserve a version of what you were reporting on previously.
Your next conversion report with your newly added stages will take time to stabilize as your deals move through these net new stages.
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