Waterfall Chart to see Deal Slippage

Chris McConnell

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)

Amit Sarda (AmitSarda.xyz)

Don't see these happening at all.

I would suggest considering building a data pipeline using Coupler. You can then visualize the data from Google Sheets using Tableau, or Looker Studio, or even Google Sheets. You can read more about building a data pipeline for Pipedrive in this article.