Reporting movements in pipeline

[DavidvDuijn]

Hi all!

I'm trying to create a report that reports the movement of our deals in the sales pipeline. So, I want to see which deals and how many moved up in the pipeline in a certain amount of time (like a week).  The problems is that I cannot figure out how to do this, neither with standard reports or custom builds. Any tips?

Thanks!

David

[CGreer2]

David, 

Have you come across Ebsta before? We do exactly this for our clients. 

Happy to speak with you about this if you'd like to learn more? 

[karstenkoehler · Accepted solution]

Hi @DavidvDuijn,

There is a report for this in the sales analytics: Menu > Reports > Analytics Tools > Sales Analytics. In the left sidebar, you should see reports like Deal change history and Deal push rate.

Outside of these reports, any additional reporting would require additional custom deal properties, calculation properties and workflows. Let me know whether the sales analytics work for you.

Best regards!

[DavidvDuijn]

This was of great help, thanks!!