Hi Community! Do you know how can I create a dashboad for the Sales Pipeline that reflects the weekly progress by stage and …

@TVaz First report draft (custom report builder, data source = deals) [karstenkoehler_0-1720776837714.png] Second and thi…

@TVaz in the sidebar to the left, search for “Pipeline stage” – you can then drag it to the right where it says “Drag fields …

@TVaz you need to select your pipeline under “is any of”.

Hi @TVaz , Which subscription level are you on? If you’re using the free CRM or are on a Starter subscription, you would navi…

Hey Karsten! I´m in the Professional subscription. I tried to break down by report, maybe it is easier to explain: Pipelin…

Thank you, Karsten. Just one question (maybe I should have mentioned this before). I have more than once pipeline (one for e…

@TVaz yes, in custom report simply add a filter for ‘Pipeline stage’, in sales collection reports you’ll find this in the rig…

You mean here? I can´t find this option you mentioned. [TVaz_0-1720777903773.png]

Yes, I tried this but the only options I see are those. =/ [TVaz_0-1720778297714.png]

@TVaz my bad, please try ‘Deal stage’.

No. Nothing really changes. Is there any other type of report that might be easir to filter by pipeline?

@TVaz my bad again, I misread. Here’s the pipeline filter: [karstenkoehler_0-1720779184664.png]

Applying this filter it doesn´t change anything in my grafic.

Pipeline dashboard weekly progress by stage

TVaz July 12, 2024, 10:48am 17

Perfect! Thank you so much

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