I have an issue with my deal stage funnel with deal totals and rate convertion.

[Salonomi]

Hello! I have an issue with my deal stage funnel with deal totals and rate convertion.

I don´t know why my deals stage doesn´t continue down to each deal stage and only frezze in the top of the funnel.

This image show deals total by stage (ok numbers) and wrong number on the deal stage funnel with deal totals and rate convertion.

I already delete and add again this report but any change. 

Can someone help me? 😞 I need resolve this asap . 

[ARotaru]

Hi
I have this exact same problem, and the answer makes sense.
But - where do I actually select this option : 

• Show deals that have gone through ANY stages.?
  
  We're on a free CRM version, no custom report builder, using the default reporting
  
  
  Thank you!

[Josh · Accepted solution]

Hi @Salonomi,

Funnel reporting can be tricky. When you create the report you will have two options:

• Show deals that have gone through ALL stages.
• Show deals that have gone through ANY stages.

If you choose all stages, the deals would have to have gone through each of the stages without skipping any. This is the most accurate way to see the win rate, but in real life deals often skip stages which causes this report to not be so great.

If you choose all, it will report on any deals that have been in any of the stages regardless of whether they skipped or not. The problem with this is it doesn't show you the % that have converted through each stage. 

From the appearance of your report, you have chosen "ALL" but it looks like your deals are skipping the 3rd stage. I could be wrong, but this is my best guess from the screenshots.

I hope that helps!

Thank you for the ping @JessicaH! 

Josh

[Mike_Eastwood]

Hi @Salonomi 

Actually, Josh answered some of my questions, with his answer, that I never understood.

Thanks @Josh 

[JessicaH]

Hi @Salonomi,

Thanks for reaching out.

I want to tag in some thought leaders to see if they can assist with this.

Hi @Josh @MattF @Mike_Eastwood, would you be able to share your thoughts with @Salonomi?

Thanks!

Jess