Apr 14, 2021 5:51 AM
I am struggling with a specific report: The goal is to see, the percentage of deals we dismiss/decline each month, depending on the source of the deal.
For that I created the deal-stage "Lead dismissed" and with the funnel report, I can visualize the percentage of all deals, that end up in "lead dismissed".
Now, I would like to make a Bar Chart out of it, showing the different conversions for each month. Is that possible?
Thanks for any hints!
Apr 25, 2021 3:27 PM - edited Apr 10, 2022 5:19 PM
Apr 15, 2021 4:50 AM
Thank you for your quick reply!!
So attached you see the funnel report I created. Meaning that 71,43 % of our deals were dismissed in the last 30 days.
What I would like to see now, is a bar chart with months on the X-axis, and the conversion (% of dismissed deals or alternatively % of deals that are not dismissed) on the y-axis for each month. This way I would be able to compare the % of deals we dismissed each month (e.g. 60 % March, 70 % April etc.)
I hope i could explain it a bit better.
Apr 15, 2021 6:36 AM
Hi @RPG , This appears to be a funnel report where we would unfortunately not be able to have months on the X axis. You could create a single object report on deals to visualize create date on the X axis, but in that case % conversions will not be available, this is only available with funnel reports.
Apr 15, 2021 2:41 AM
Hi @RPG ,
I tried to replicate the report you have described in your query:
Can you pl explain a bit what do you mean by "different conversions for each mont"?