Deal slippage and sales progressions
3 weeks ago
I'm aware there are several 3rd-party software that can integrate into HS, however, I'm curious to know if anyone has been able to find a way to show deal slippage?
What I want to see:
How the pipeline for the business has changed through time. To be able to compare the pipeline today to a previous date and see, at the minimum, deals that the amounts that have changed, what the variation is, and the (in)accuracy of the initial projection.
As we know, deals change over time and to be able to more accurately predict our business we need to understand how a deal progresses - weekly, monthly, quarterly, etc.
Looking forward to your responses!!