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 read more
Hi all, In my deal stages I want to know how many deals we lose between each stage. 100 Leads turn into 60 offers (60% win) turn into 30 deals (50% win). Right now I don't have a clear overview where we lose our leads in our sales funnel. An read more
We are running a HUG event all about database hygiene and organizing your portal and I wanted to get some feedback and thoughts on a few things.
1. What is your biggest challenge in keeping your data accurate and organized? read more