Previous deal stageSOLVE
Jan 13, 2020 11:41 AM
I'd like to create a report to show where deals were before they were marked as lost.
E.g. 10 deals were marked as lost pre-trial, 5 were lost post-trial, etc.
Is there any way to do this without having to click into each individual deal to see what stage the deal was at before being marked as lost?
Thank you in advance.
Solved! Go to Solution.
Jan 13, 2020 2:03 PM
I recommend taking the following steps
- Add "Last Deal Stage" Property with a drop-down of all your active stages (not closed won or lost).
- Create a workflow to update this deal stage whenever the deal stage is updated to another active deal stage.
- Create a report that shows the last deal stage before closed lost.
Let me know if this works out for you!