Add "Date Entering Stage" to Insights

wonders
wonders Member Posts: 27 VERIFIED MEMBER
10 Comments 5 Up Votes First Anniversary 5 Likes
edited September 13 in Ideas and Product Feedback #1

Please add the ability to use "date entering stage" in insights. This functionality is possible in the deals filters, but it's not available in any of the insights.

We are a service based business and have many deals created for follow up or quoting purposes etc that may take an extended amount of time to move forward, or may never move forward at all. But once a deal has reached an actionable stage, it is of the utmost importance to us to be able to track the performance of actually completing the job.

For example, we desperately need to be able to see how many deals reached a "Scheduled" stage and had the work completed this week/last week/last month etc. Unfortunately this functionality is currently not possible. Only "deals created this week/last week" so on and so forth which doesn't give us any meaningful statistics on our service team's performance.

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