Hi, I was wondering if anyone knew of a way to capture a point-in-time snapshot of deal stages. We would like to retroactive…

Thank you so much! Exactly what I needed.

Hi, thanks for this info. Is it possible to get the same report but filter it by weighted amount instead?

Hi. Could you specify where to find this report today? I don’t think it’s available under that name anymore.

Reports > Sales > Forecast and pipelines > Historical Snapshots.

Point-in-time snapshot of deal stages

karstenkoehler January 12, 2023, 1:51pm 2

There is a report for this under Menu > Reports > Analytics Tools > Sales Analytics > Historical Snapshots

Best regards!

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