Introducing the new Copper and Mailchimp 2-way integration 🥳
How can I have a report with the percentage of opportunities we moved from one stage to another, in count and value?
Hi @Fernando, happy to help with this question! But just want to confirm that I’m understanding your question.
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?
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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