I’d love a more robust deal histoircal snapshot report. Currently our leadership wants to view Deal movement across each Sales person’s pipeline WoW, MoM, QoQ, etc.
Currently, we copy and paste the current pipeline value by stage for each sales person and put this into a table. (Rows = people, columns stages, values deal amount)
We do this every week and then color code wehter that person increased decreased or kept the value the same by deal stage. Currently the historical snapshot for pipeline is a bar graph that only allows you to view a group of people (aggregated) or by indidivudal) This is helpful when you’re tryig to compare perfomance across the team to understand Sales activity at a high level.
It would be more insightful to be able to compare that table to the current time frame so I could answer the following questions for each Sales person easily:
1. How much has this persons pipeline increased or decreased by stage over the past 30 days
2. How has sales person A’s pipeline changed over the past 30 days compared to this Sale person B’s
The sales reports seem to benefit 1:1 sales rep management vs amangement across the team on an indidivual basis. The reports are either specific to one person or an aggregate of the team.
The closest thing I have been able to create to this is a summarized table that has the sales rep as the row, deal stage as the column, deal amount as value.
The filters are:
Entered Deal Stage A is last week
Entered Deal Stage B is Last week
etc for all the deal stages
This then shows me the current value of deals that were moved into certain stages last week by the stage they’re currently in.
What this report doesn’t do is:
1. allow me to easily update the report to look at past 30 days, quarter etc, as I have to individual update the filter for each deal stage
2. Compare it against time frames this (this month vs last month, etc)
