Hi Community,
Does anyone know if it is possible to make a report of de dealstages so we can see which stages contacts are rolled in before they are going to the stage No Match?
Contacts are not going through every stage.
We like to see how many first conversations or second take place before it becomes a match or no match.
So how many contacts are going through each stage and finaly to match or no match.
Is this possible and if yes, how can I make this report?
Many thanks in advance for your replies,
Leanne
Can you help me with this?
Hi @Afd-mark,
Yes, this can be achieved with a funnel report: Create custom (legacy) funnel reports
Under the article section “Contacts or deals funnel” you can find the instruction for how to create such a report.
Pay close attention to the distinction between “All” and “Any”. If deals are skipping stages, you need to select “Any”.
Let me know if you have any questions after reviewing the article!
Hi Karsten,
Thanks for your answer. Is it also possible to see how many people go from a certain stage to Lost or Won. Then we can see which stages are skipped before they go to lost or won.
Thanks,
Leane
Hi @Afd-mark,
Yes, in the left sidebar of the report you can choose which stages should be displayed in the funnel report:
Best regards!
