Sep 22, 20235:16 AM - edited Sep 22, 20235:43 AM
Client stage report - a step too far for a CRM?
I'm not sure if I'm asking too much of a CRM here but I wondered if anyone can think of a way to report, visually, on the stage each client is at in their journey with a piece of software.
Let's say the client journey is -> Pre-req's, Deployment, Limited Release, User Release and so on
In the Hubspot record for a Client or Deal I have the fields:
Lifecycle Stage Start
Lifecycle Stage End
What I would love is a single view of where each client is on this lifecycle/journey. Down the left would be the list of clients, across the top would be dates and then each client row would have a coloured block (spanning the requisite number of days) for the current lifecycle stage that they are in.
Essentially, this would allow anyone to quickly scan the report and see the lifecycle status of each client and, by the length of the block, when we expect that stage to end.
Can anyone think of any way at all that I might be able to visualize this?
***UPDATE*** : I've mocked something up in Excel to show the kind of thing I'm thinking of.
Thank you so much for the video. It's very much appreciated. Unfortunately, it's not really what I'm after. I'm after something way more simple. Here's a screenshot (which I should have put in my original post). This is something I'm creating manually in Excel. I just think there should be an easier way - preferably in Hubspot.