Reporting on Pipeline/ stage stats

  • 17 September 2021
  • 1 reply

I just wanted to ask if anyone knows whether there is a way to report on what the state of the pipeline is as the report is sent? I am keen to report on the current Opp count in each stage, the current values etc, but almost in real time as the report is sent. 


Thanks :)

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1 reply

Userlevel 5
Badge +5

Hi @patrycjad! To clarify, are you asking if it’s possible to refresh the report data prior to it being sent out? Currently, that is not possible since we cannot configure the refresh time.

Someone posted an Idea asking for a faster refresh rate. It would be great if you can upvote that thread and also comment on your use case so that the product team can take a look.

One of our Product Managers also commented on the timeline for a faster refresh in that thread.