Hi, I see the next mistake.
When I create a conversion dashboard to analyse conversions on different pipeline stages, I see irrelevant results.
There is another amount of deals on different stages in my sales pipeline comparing to the number of deals represented in the dashboard.
What should I do?
Hi,
I just wanted to drop in here and ask the simple question - Have you double checked the date range? - as this catches a lot of people out. If the date range is correct, you may need to take a look at whether there are any filters included in the report that may result in different results that what you’re expecting.
Let me know if this isn’t helpful and I am more than happy to dig a little deeper into this for you.
Thanks,
Elysha Shave
Client Success Manager
Hi @ISydorenko ,
Have you applied filters into the reports? Probably you could add a filter of won stage along with the pipeline.
Hope this helps!
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Thanks and Regards.