Hello,
How can I have a report with the percentage of opportunities we moved from one stage to another, in count and value?
Thanks
Fernando
Hello,
How can I have a report with the percentage of opportunities we moved from one stage to another, in count and value?
Thanks
Fernando
Hi
Let’s use an example. Say I have a pipeline with these three stages:
It sounds like you’re trying to create a report that looks like this?
Stage | # opps that reached stage | % opps that reached stage | Value of opps that reached stage |
---|---|---|---|
Initial Convo | 50 | 100% | $100000 |
Demo | 40 | 80% | $85000 |
Contract Sent | 20 | 40% | $50000 |
If that’s the case we should be able to do that. But if we need to filter by date, it will be either the date of creation for the opp or the close date. Here’s some examples of what I mean:
Let me know if that’s the report/insight you’re asking about. If so, I can provide more detailed instruction!
By the way, we also offer a live weekly reporting Q&A if you prefer to talk to someone live :)
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