Dashboards & Reporting

MSanchez2
Member

Deals report

Hi there 

 

I've created a report to show all the deals, classifying them by the stages of the sales pipeline. However, the deals made for a specific stage  are not visible in the corresponding stage of the report. As you can see, there are 8 deals in total, but only 6 are classified into their corresponding stage. 2 are missing (corresponding to the second stage -demo given)

MSanchez2_0-1630623771613.png

Someone knows which could be the answer? Thanks

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1 Reply 1
webdew
Guide | Diamond Partner
Guide | Diamond Partner

Deals report

Hi @MSanchez2 ,
The report you have created is a funnel report. It will show you the deals that have gone through the stages of your pipeline. You wnat to create a report where you want to see all the deals in the particular pipelines then select this report from report library: Deals total by stage.
Reports > Report Library > Select deals from left hand side menu > Deals total by stage
https://prnt.sc/1r39lwb

Hope this helps!


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