Dashboards & Reporting

Makay
Member

transaction stage funnel

I try to use the report transaction stage funnel, but when i use it on my dahsboard, it don't put transaction in the good stage. All transaction are in ''all transaction'' but when i click on each transaction they are in different stage.

 

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PamCotton
Community Manager
Community Manager

transaction stage funnel

Hello @Makay 

 

At the moment your report is showing all transactions. 

This type of report shows the number of contacts or deals in each stage that moved through the selected stages in order during the specified time range. Use this type of report to track a specific progression of lifecycle and deal stages.

 

This article here explains more about it: Differences between funnel report types

 

I hope this helps.

 

Pam

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Makay
Member

transaction stage funnel

Ok so if i want to see the number of transaction that i have actually in all diferent stage, what will be the best report to use?

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PamCotton
Community Manager
Community Manager

transaction stage funnel

Hi @Makay 

 

The better result will be the filter " any" in the funnel report.

 

Pam

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