Dashboards & Reporting

NLayton
Participant

Onboarding pipeline dropout

We use a ticketing pipeline for client onboarding and i would like to be able to report one where in the pipeline we see the most dropouts, has anyone come across a report which may be able to detail this? NB this is a ticketing pipeline, not a deal pipeline (although if a report is available for deals detailing dropout stage that would also be useful).

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kennedyp
Community Manager
Community Manager

Onboarding pipeline dropout

Hey @NLayton! Great question. I know that customer journey reports would give you a great visualization for this, but we cannot use this for tickets yet. 

 

I want to invite some subject matter experts to see if they have any suggestions.

Hey @Jnix284, @louischausse, @OPerek-Clark do you have any thoughts on this? Thanks! 

 

Best, 
Kennedy


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