Dashboards & Reporting

Diana_Cristin
Participant

measure (report) how many closed deals passed through a specific stage

SOLVE

Hi all,

I want to create a report to understand how many closed deals passed through a certain deal stage.

I would like to see:

 

Total closed deals in a certain period (eg last 3 months) 

How many of the above hitten a specific stage (eg customer visit, that is one stage within the pipeline)

 

 

Not all the deals require a customer visit but we want to know any many of them required the visit.

 

thank you 

0 Upvotes
1 Accepted solution
PamCotton
Solution
Community Manager
Community Manager

measure (report) how many closed deals passed through a specific stage

SOLVE

Hello @Diana_Cristin ,

 

If you have "custom reports" in your account, you are able to create a custom funnel report ( more information here ) to show how many deals passed through a specific stage.

 

You are able to filter for deals that are closed last 3 months:

 

custom reportcustom report

 

I will be also tagging some of our top experts on this matter,  @AM8 , @mikedupuy , @MAC-MCB , would you suggest another report to @Diana_Cristin inquire?

 

Thank you,

Pam

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2 Replies 2
PamCotton
Solution
Community Manager
Community Manager

measure (report) how many closed deals passed through a specific stage

SOLVE

Hello @Diana_Cristin ,

 

If you have "custom reports" in your account, you are able to create a custom funnel report ( more information here ) to show how many deals passed through a specific stage.

 

You are able to filter for deals that are closed last 3 months:

 

custom reportcustom report

 

I will be also tagging some of our top experts on this matter,  @AM8 , @mikedupuy , @MAC-MCB , would you suggest another report to @Diana_Cristin inquire?

 

Thank you,

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


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Diana_Cristin
Participant

measure (report) how many closed deals passed through a specific stage

SOLVE

Thanks, this seems to fit the purpose