Reports across Multiple Pipelines
I currently have a sales process for a B2B SaaS and we recently shifted from 1 big pipeline to 3 shorter ones. Here were our stages
- Lead-in (We can't use Leadinbox because you can't filter by address)
- Reschedule Demo
- Demo Set
- Set Trial
- Ready for Close
We used to have one big pipeline and we recently chopped it up into "Qualification" with step 1-5 and then "Conversion" for steps 6-9. This is great to separate the pipeline for SDRs and AEs, however we can't get data across pipelines.. This is a HUGE problem.
For example we can't track the conversion rate from Step 5 to 6.
Is data across pipelines in works?
Mike van der Valk Posts: 4,052edited January 2021 #2
Hi @Jean-Marc Turk
Thanks for sharing. I've added the "feedback & feature suggestions" tag to it. This way our Product managers will be notified.0
Jean-Marc Turk Posts: 3edited July 2020 #3
So to confirm, right now there is now way to see data across pipelines?0
Mike van der Valk Posts: 4,052edited July 2020 #4
There's only certain data you can see across Pipelines. Such as how many deals you're starting, winning etc.. This is more or less general and doesn't necessarily depend on the Pipeline.
However, things like conversion on the pipeline and also from one pipeline to another unfortunately isn't available right now, I hope our team can work on this in the future.0
Scott Anderson Posts: 9edited March 2021 #5
Laurynas Cekanavicius Posts: 1
Was there any improvement on this since 2020?0