Number of deals that entered set stages

[Dannii2]

Hi all,

I am wanting to create a report that shows how many deals entered set stages in our pipeline and when. So for example we have 5 stages that are for new business depending on whether they come from our website, a phone call or current business for example.

In a report, how do I show how many deals came through at those 5 stages and when? This is so that we can look at where our leads are coming from and when to try and tally it up to our marketing efforts.

Thanks!

[Josh]

Hi @Dannii2,

There are multiple ways to pull a report like this together, but it sounds like a funnel report would work just fine.

Here's an article on creating a funnel report. 

Note, if you choose ALL for the funnel report, the deals you're reporting on would have to go through each of the stages to show on the report. If deals sometimes skip stages, you would want to choose ANY for the report.

Also note, this custom report is available on Pro and Enterprise. 

Josh

[Dannii2]

Thanks Josh, this is great! It absolutely does what I need it to do which is great.

Can I ask, when you export the funnel report do you know whether there is a way of showing which deals came in at which stage? Currently when you export it, it just shows which stage it's at currently. It's just so that the accounting team can export the info into an excel format rather than input it manually into their documents.

Not a problem if not, just thought I'd ask in case!

[Josh · Accepted solution]

Hi @Dannii2,

I'm happy to hear this will work for you.

I believe this report will only export where that deal is now.

Josh 

[Dannii2]

Okay, great thank you for your help! Have a great day!