Thank you for the screenshot! Are you moving the deals to the direct next deal stage? I noticed you're using a funnel report, which has different parameters for pulling data, including that it will only report on deals that go through all of the required funnel components, as opposed to any.
If your deal is going through every deal stage (beginning with the first stage) and still isn't reporting when being put directly into the next deal stage, please let me know.
Are you still experiencing this issue? If so, can you please provide additional information as to what you are changing, where these changes are being seen and where they aren't?
The more information, screenshots and details you can provide the better the Community can assist!
Yes, I am still experiencing this issue. Please see the images below. When creating a deal, we have a pipeline that allows us to keep track of which stage the deal is in. However, when adjusting this deal stage, the report on the dashboard is not responding to the changes, giving us incorrect conversion and deal stage data.
Thank you for the screenshot! Are you moving the deals to the direct next deal stage? I noticed you're using a funnel report, which has different parameters for pulling data, including that it will only report on deals that go through all of the required funnel components, as opposed to any.
If your deal is going through every deal stage (beginning with the first stage) and still isn't reporting when being put directly into the next deal stage, please let me know.
The only report that works off of the method that I described above is the funnel report, so I would recommend trying out the pipeline report and that should give you the results you're expecting to see.
If you have a specific end goal you're looking to see in the report please let us know and the Community can assist further.