How to view historical deal stagesSOLVE
Dec 6, 2017 11:03 AM
Is it possible to see a summary view of deal stage by date? For example, we have a "demo" stage within our deal pipeline. I'm trying to run a report that would allow me to see how many demo's were completed each month, but as soon as the deal moves past that stage (say to closed won or closed lost) I lose that perspective.
Solved! Go to Solution.
Jun 16, 2020 8:10 PM
This is possible in a report (but you can only see aggregate numbers, you can't export the individual data). If you go to reports and create a custom deal report, you should be able to report on:
- Entered Stage
- Entered Stage Date
- Time in Stage (although this is only stamped after the next stage has been reached, it is not dynamic)