Since the transition between deal stages is essentially a milestone, I would like to be able to report on the completion of those milestone.
What you currently can do:
- Create a report that looks at a certain date range
- For example: Count of deals that entered Z stage, within a filtered time frame
- We use this to determine how many milestones were hit in the current week/month which is great for our internal reporting
What you cannot do:
- Do this over a rolling period of time, with “Date Entered Stage - [Deal Stage]” on the x-axis of a graph/report
- I would love to see the Count of Deals that entered Z Stage over a rolling period of time
- This is what I do to understand wins, I put “Close Date” on the x-axis
Change Requested
- All for “Date Entered Stage - [Deal Stage]” to work more like a property that has the same functionality in reports