Video

Creating a pipeline progression report [video]

  • 4 April 2022
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Hi everyone, I’ll cover how to create a Pipeline progression report in Copper’s reporting system.

 

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


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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.

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?

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