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sk0827
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Member since ‎Jun 29, 2020
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dwightbailey on January 23, 2021
Creating a report based on sales activity
I want to create a report that shows me total number of sales activities within a set time period and total quantity of deals won in that same period (so I can analyse how many sales activities are required on average per deal won). I can then set n read more
Reply Discussion Starter
1 upvote
3 Replies
sk0827
Participant
September 13, 2021
Just wondering how to do that custom report if we are on professional?
LizCoralli on May 13, 2021
Calling all Workflow Lovers!
Calling out to all our workflow lovers - what is your favourite workflow you've created that has really helped the way you work? We'll start - reminders to update deals when the close date is in the past but the deal is still open. SO help read more
Reply Discussion Deals Workflows
6 upvotes
13 Replies
sk0827
Participant
July 07, 2021
I am intrigued by this because I spend so much time doing data clean up on behalf of my team. Could you give or show an example so I make sure I und...read more
jane2 on May 31, 2019
report on average sales cycle length
There's currently no way to create dashboard reports for looking at the average sales cycle length. 'Time to close' doesn't do it, because that uses all close dates, not just dates for sales that have actually closed. The nearest you can get read more
Reply Idea Sales Reporting
41 upvotes
14 Replies
sk0827
Participant
April 30, 2021
Hi @DylanWickliffe this is amazing and so helpful! I am finding that the days to close average isnt calculating right, its showing 5.3 days when o...read more
ScottH on June 12, 2017
Company Lifecycle Funnel report
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Reply Idea Lead Flows Marketing Reporting Sales Reporting
342 upvotes
164 Replies
sk0827
Participant
August 06, 2020
I think I created a bit of a hack tonight and it sort of works if anyone else finds this useful! Some background: We use Lifecycle stages AND le...read more
ScottH on June 12, 2017
Company Lifecycle Funnel report
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Reply Idea Lead Flows Marketing Reporting Sales Reporting
342 upvotes
164 Replies
sk0827
Participant
August 06, 2020
I think I created a bit of a hack tonight and it sort of works if anyone else finds this useful! Some background: We use Lifecycle stages AND le...read more
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