Report Dashboard

SOLVE
ISydorenko
Member

Hi, I see the next mistake. 
When I create a conversion dashboard to analyse conversions on different pipeline stages, I see irrelevant results. 
There is another amount of deals on different stages in my sales pipeline comparing to the number of deals represented in the dashboard. 
What should I do? 

 

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1 Accepted solution

Accepted Solutions
ElyshaShave
Solution
Top Contributor | Diamond Partner

Hi, 

 

I just wanted to drop in here and ask the simple question - Have you double checked the date range? - as this catches a lot of people out. If the date range is correct, you may need to take a look at whether there are any filters included in the report that may result in different results that what you're expecting. 

 

Let me know if this isn't helpful and I am more than happy to dig a little deeper into this for you. 

Thanks, 

Elysha Shave

Client Success Manager

BBDBoom.com

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2 Replies 2
ElyshaShave
Solution
Top Contributor | Diamond Partner

Hi, 

 

I just wanted to drop in here and ask the simple question - Have you double checked the date range? - as this catches a lot of people out. If the date range is correct, you may need to take a look at whether there are any filters included in the report that may result in different results that what you're expecting. 

 

Let me know if this isn't helpful and I am more than happy to dig a little deeper into this for you. 

Thanks, 

Elysha Shave

Client Success Manager

BBDBoom.com

View solution in original post

webdew
Top Contributor | Diamond Partner

Hi @ISydorenko ,

Have you applied filters into the reports? Probably you could add a filter of won stage along with the pipeline. 

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

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