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SanketM
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AliceZen en Febrero 20, 2020
Conversion rates between deal stages
Hi, I'm not sure if i'm just interpreting this wrong, but I'm having difficulty calculating the actual conversion rates between each deal stage. I.e 100 deals get created, and 70 of them move to the next stage = 70% conversion rate. 50 of Leer más
Responder Conversación Sales Team Productivity
19 Me gusta
23 Respuestas
SanketM
Participante
Septiembre 24, 2020
That's the standard report i am also seeing. Currently I am doing it manually in an excel but with most of the data unavailable, finding it very diff...Leer más
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SanketM en Agosto 14, 2020
Deal movement by stages
Does anyone know how to create a Dashboard/Report for Deal movement by stages. Our deals don't necessarily move in all stages and they skip stages in between. I would like to analyse the monthly movement of the deals/Conversion ratios and Win %. Una Leer más
Responder Conversación Sales Dashboard
12 Me gusta
20 Respuestas
SanketM
Participante
Agosto 20, 2020
Thanks Justin. That's precisely what i am trying to do but its a very tedious process. Anyways would love to get some more info on this from you. C...Leer más
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SanketM en Agosto 14, 2020
Deal movement by stages
Does anyone know how to create a Dashboard/Report for Deal movement by stages. Our deals don't necessarily move in all stages and they skip stages in between. I would like to analyse the monthly movement of the deals/Conversion ratios and Win %. Una Leer más
Responder Conversación Sales Dashboard
12 Me gusta
20 Respuestas
SanketM
Participante
Agosto 20, 2020
Thanks Justin. That's precisely what i am trying to do but its a very tedious process. Anyways would love to get some more info on this from you. C...Leer más
Resuelta
SanketM en Agosto 14, 2020
Deal movement by stages
Does anyone know how to create a Dashboard/Report for Deal movement by stages. Our deals don't necessarily move in all stages and they skip stages in between. I would like to analyse the monthly movement of the deals/Conversion ratios and Win %. Una Leer más
Responder Conversación Sales Dashboard
12 Me gusta
20 Respuestas
SanketM
Participante
Agosto 20, 2020
Thanks Justin. That's precisely what i am trying to do but its a very tedious process. Anyways would love to get some more info on this from you. C...Leer más
Resuelta
AliceZen en Febrero 20, 2020
Conversion rates between deal stages
Hi, I'm not sure if i'm just interpreting this wrong, but I'm having difficulty calculating the actual conversion rates between each deal stage. I.e 100 deals get created, and 70 of them move to the next stage = 70% conversion rate. 50 of Leer más
Responder Conversación Sales Team Productivity
19 Me gusta
23 Respuestas
SanketM
Participante
Septiembre 24, 2020
That's the standard report i am also seeing. Currently I am doing it manually in an excel but with most of the data unavailable, finding it very diff...Leer más
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