Waterfall Chart to see Deal Slippage


Create an insights report that does the following.

  • Compares pipeline between two dates.
  • What changed between the two dates?
  • what are the new deals
  • what deals increased in value?>
  • what deals decreased in value?
  • what deals were won?
  • what deals were lost?
  • what deals closed date were moved outside of the two dates? (delayed)
  • what deals close date were moved inside the two two dates? (accelerated)
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