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1 month ago

Reports

How to put your data in the spotlight, one report at a time.

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Do you know how to create a cohort analysis for understanding the pipeline mechnics

I would like to understand how opportunities move through the pipeline, e.g.what are the conversation rates from stage to stage how long do opportunities stay in a stage and so forthDo you know where to find this or how to create such a report?

Tracking proposal sent / month

One of the heart beats of my business is how many proposals sent a month. If we do 4 & 75% conversion, we’re good. I’m trying to find a way to track this metric. I’ve tried a few approaches on this and did have a very manual solution but I want to make it easier to manage.Currently, my best idea...

Your opinion matters! Reports feedback survey

Hi Copper! It’s Andrew from the product team. We’re looking for feedback and opinions on our recently launched Reports feature.Let us know what you think in the survey linked below! Reports feedback survey We’d love to hear from you! If you haven't had the chance to try Reports yet, please answer th...

Exporting opportunities

I am trying to export the current opportunities, but the reports seem to include old deleted opportunities and do not include the most recently added. Even where I have changed the value - the report still stubbornly includes the old value. Any suggestions on this would be most appreciated. Thank...

Auto refresh

Copper is no longer auto refreshing. For instance it does not refresh opportunities when I sort them in a new order which it has always done up to now. Also the tasks list is not refreshed with up to date data when you revisit it. You have to press F5 to refresh. It used to do this itself. What has...

How to calculate Lead Conversion Rate between leads and Opportunity in Reports/Insights

Hi Team,From my understanding, we can create special calculation using Insights Builder right?But how do we calculate Lead Conversion Rate between leads and Opportunity in Reports using the Scorecards / Key Performance Indicators? Thanks-Mervz

New Report Edit widget keeps disappearing. Normal?

Hey guys, The Edit widget in new reports seems to disappear rather often which makes it hard to explore capability of the module. Is this happening to anyone else? and.. how can I prevent this from happening?

Inactive user history data

Hi,I have members of the team leave the company and I usually re-assign their account available to a new member, but I would like to keep the data from the ex.member separately for data analysis.Is there a way to do this?

Tracking Days Between Opportunity Created and Result - Reporting

Is there a way to track the number of days between opening an opportunity, and when that opportunity reaches a specific stage in a pipeline? I’ve figured out how to calculate the days between Open and Closed, but I’m really hoping to be able to track how long it takes an Opportunity to move from Ope...

Article eBook: Grow customer relationships through personalized marketing

We know what you’re thinking: “Communicating with heart won’t work for my business.” Sure, maybe it wouldn’t have worked 2 years ago, but things are different in 2021.Business success is being totally redefined.Here’s the thing: For years, marketing and sales have been super transaction-focused.Comp...

Will my custom fields appear in the Copper Custom Report Builder (Google Sheet Add-on)

I’m trying to use the Custom Report Builder to create a pivot table analyzing data contained in custom fields that I created days ago. Which columns appear in Custom Fields exports made using the Google Sheets Add-On? How often do these columns update? What dictates the order in which columns appe...

Activities in new Reports Dashboard

I'm trying to replicate the "Activity by User" legacy report in the new reports- is this possible? I'm not seeing activity data attributes in the new reports

What is the difference between Reports and Legacy Reports?

I see both in my sidebar but I’m not too sure what the difference is.

What are attributes and metrics?

What are attributes and metrics and what’s the difference?

How often does the data refresh in Reports/Dashboards?

It’s telling me “Data last synced 11 hours ago” - how often is it supposed to sync?

What is the difference between Dashboards, Insights, and KPIs?

Can someone please clarify the difference between these items? Thank you very much

I'm not seeing all my custom fields in the custom field configuration for Reports.

Hi, I’m trying to add custom fields in the custom fields configuration but I don’t see all of them as an option. I’ve checked both Metrics and Attributes but don’t see them all. Can someone help?

Why is my data not showing in my dashboard?

I imported my data today but it’s not showing in Reports?

The months in my Insight chart are out of order. How do I fix this?

Is it possible for the chart to show months in sequential order? I haven't been able to find a way.

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