Stage change graph

ACP
ACP Member Posts: 1 VERIFIED MEMBER
edited May 28 in Sales CRM #1

As I have observed, there are charts that track the stage changes of certain deals over a specified period. These charts only record the number of deals entering each stage at a given moment, but I am unable to automatically see from which stage these deals originated. I consider this functionality crucial to analyse commercial KPIs, and I would strongly appreciate you to include it in your system.

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  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 170 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hi @ACP 👋

    Thank you for the feedback! Just to provide some context, the idea of the Pipeline is that a deal starts in the first stage and then moves to the second stage, and so on. This means the first stage is when the deal was created. However, I understand that not everyone has the same workflow, so your feedback is very helpful.

    Here’s a suggestion! If you only have a few deals and you need to know that information, you can check the deal changelog. Scroll down to the creation of the deal and from there, look for the 1st stage move. It will show you from where the deal was moved, so you’ll know the original stage. I hope this can help with a few deals and thank you once again for the feedback!

  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 170 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #3

    Oh and one more thing! If you need that data, there's always the possibility that our Support team can check with the Engineering team and potentially send you a report that contains that information. I can't be 100% sure if that's possible, but it's worth a try!

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