Skip to main content
Video

Creating a pipeline progression report [video]


Scott from Copper
Copper Employee
Forum|alt.badge.img

Hi everyone, I’ll cover how to create a Pipeline progression report in Copper’s reporting system.

https://copper-crm.wistia.com/medias/hbq4xh8786

 

Let me know in the comments if you have any questions!

  • New Participant
  • August 8, 2022

This doesn’t show progression at all?

The previous pipeline progression report showed that, in a certain time period, an opportunity moved from here to there.

The report you show being built doesn’t show progression, it only shows a snapshot of the current state of the pipeline… which we can view directly in the pipeline.


  • New Participant
  • October 13, 2022

I have the same question as Mathias...is there a way to see a report that shows movement of opportunities between stages within a certain time period?


  • New Participant
  • January 24, 2023

Where are the useful reports...like conversions in the pipeline?


  • New Participant
  • December 13, 2024

Bummer, I was hoping this would show a pipeline progression report.

I’m think of pipeline stages in 2 ways:
% likely to close 
% likely to advance to next stage

e.g.  % likely to close:

  • In Communication: 2%
  • Qualified: 30%
  • Demo: 50%
  • Contract Sent: 90%
  • Won: 100%
     

E.g. % likely to advance:
In Communication →60%→ Qualified →40%→ Demo →30%→ Contract →85%→ Won


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings