How to get a detailed view of a pipeline phase for reporting

Lory Kehoe
Lory Kehoe Member Posts: 2 NEW MEMBER
edited August 2024 in Sales CRM #1

How do I get a detailed view of a pipeline phase for reporting?

Thank you,

Lory

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Answers

  • Bobby Cool
    Bobby Cool Member Posts: 25 VERIFIED MEMBER
    10 Comments First Anniversary Name Dropper Photogenic
    #2

    Hi Lory,

    To get a detailed view in your Pipeline, you can try creating a report in Pipedrive. Go to Insights > Select Deal > Performance. From there, you can select all the fields you need and set filters based on your requirements, such as focusing on a specific stage or city.

    Hope this makes sense for you!

    Feel free to let me know if you have any questions.

    Best regards,
    Oka | www.astersense.com

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