Dashboards & Reporting

JSimmondSafpro
Member

Pipeline values, display % movement on weekly report

SOLVE

Hello,

On the pipeline values shown on the report below, are we able to include a % movement from week to week or any period of time as well as the values? It could just be based on the total value in the pipeline (exc lost) rather than the different stages. Capture.JPG

1 Accepted solution
danmoyle
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Pipeline values, display % movement on weekly report

SOLVE

@JSimmondSafpro Looking at just the screenshot, I'm not sure if it's exactly possible. I'd suggest a funnel report, which includes conversion rates. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!

I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.


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Dan Moyle

Solutions Consultant

Digital Reach Online Solutions
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website
https://www.digitalreachos.com/

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1 Reply 1
danmoyle
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Pipeline values, display % movement on weekly report

SOLVE

@JSimmondSafpro Looking at just the screenshot, I'm not sure if it's exactly possible. I'd suggest a funnel report, which includes conversion rates. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!

I use all tools available to help answer questions. This may include other Community posts, search engines, and generative AI search tools. But I always use my experience and my own brain to make it human.


linkedininstagram

Dan Moyle

Solutions Consultant

Digital Reach Online Solutions
emailAddress
daniel@digitalreachopm.com
website
https://www.digitalreachos.com/