I'd like to be able to understand how deals are moving through our deal stages. The current deal funnel report is not showing the conversions from one stage to the next and you can't easily see if a deal is skipping a step. It's basically just a list of deals sorted by the stage it's currently in. It doesn't give me any actual insights. (*If you choose to show deals that have moved through all stages, you do get to see converstion rates, but only from deals moved thorough all of those stages. You cannot see rates for deals that were closed lost from stage 2 or see if deals are skipping stages.)
Would love to see a sankey chart journey report (similar to customer journey reports currently available) that shows how deals are moving stages through pipeline. Are there certain stages where deals are more often to be closed lost from? Are deals skipping any stages, or even moving backwards? What is my conversion from one stage to the next? Ideally, you would have access to filter the report by all deal properties (owner, type, close date, create date, etc.)
We now support deals in journey in two ways: 1. Deal Journey Analytics (Sales Enterprise) allows you to analyze the movement of deals through their pipelines.
2. You can use deal stages as touchpoints to analyze in Contact Journey Analytics. (Marketing Enterprise)
We now support deals in journey in two ways: 1. Deal Journey Analytics (Sales Enterprise) allows you to analyze the movement of deals through their pipelines.
2. You can use deal stages as touchpoints to analyze in Contact Journey Analytics. (Marketing Enterprise)
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