I require a comprehensive one-page report that tracks the progression of deals through various stages in our workflow, including changes in properties, without the necessity of inspecting each deal individually. For instance, within our company, we have 2 sales managers and a board with 4 stages: trial, demo, subscription, and cancel. My objective is to analyze the movement of deals from the trial stage to the demo stage, discern which of the sales managers facilitated this transition, and ascertain the number of deals each sales manager handled during this progression. Furthermore, I seek similar reports for the other stages as well. I am not inclined to settle for merely observing the current status of the deals on the board.
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