Month-over-month pipeline growth

[DStoenescu]

Hi, 

I would like to build a report for my sales pipeline. I am interested in having a graph that shows me month-over-month growth (%) in deals that entered a specific stage. I was able to create a graph showing me the cumulative numbers of the deals that entered in specific stage, but is it possible to show me also the growth increase in %?

Thank you in advance!

Best, 

Davia

[DStoenescu]

Hi @karstenkoehler ,

Thank you for your response,

I am interested to see the cumulative deals that entered the warm lead stage last quarter and the increase mont-over month. 

 

[karstenkoehler]

Hi @DStoenescu,

The comparison options require the displayed date to match the filtered date. Once you make that change, the comparison drop down should become available.

Best regards!

[karstenkoehler · Accepted solution]

Hi @DStoenescu,

Some chart types don't allow comparisons for the previous date range, some do. You would find this option in the top right corner of the single object report builder:

If you're able to access this option, could you please share the exact settings (Filters, visualized properties) via screenshot?

Best regards

[DStoenescu]

Thank you @karstenkoehler , 

I was able to compare it to previous quarter or period, but it would be useful if there would also be an option to compare it to previous month over a period of one year. I did not find the option of showing me the month over month increase in %.

Best, 

@DStoenescu 

[Chris_Hamoen]

Is it important to know what changed specifically, or just the % change?