Question

% of conversion of opps from one stage to another

  • 27 January 2022
  • 1 reply
  • 23 views

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


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1 reply

Userlevel 6
Badge +5

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:

  1. Initial Convo
  2. Demo
  3. Contract Sent

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:

  • We can’t say: show me the number of opps that moved into the Demo stage between Dec 1 and Dec 31.
  • We can say: of all the opps that were created between Dec 1 and Dec 31, show me the number that have made it to the Demo stage so far.

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 :)