Hello!
I’m looking to create a report on the effect of a sequence on pipeline efficiency. The metrics I’m interested in are:
- How long deals currently stay at a specific stage of the pipeline and;
- Overall deal velocity (how quickly deals move across the pipeline).
I’m interested in a month on month analysis. So for example, I want to know how average time deals spend on a specific stage has changed from one month to the other.
Thanks in advance!
Hi @IManiero,
Thank you for checking with the Community!
First, I’d like to share this article “Create custom funnel reports (BETA)” that might be of interest.
I also found these similar threads that might help you:
- The solution from @karstenkoehler on this post “How Deals Progress through Pipeline”
- The solution from @JustinPerkinsC on this post “Deal movement by stages”
- The solutions from @LRehn and @karstenkoehler on this post “Create “time in deal stage” report”
- The solution from @karstenkoehler on this post “Dealmovements in the pipeline”
I hope this helps!
Have a great day and weekend!
Best,
Bérangère