KPI's/Reporting Question

Loren Woodcock_9185
Loren Woodcock_9185 Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Hi, 

We are wanting to track the number of deals that are handed over from our BD team to our Sales team. We have one pipeline, stages 1 - 5 is BD & 6 - 10 is Sales.  

Is there an easy way to report of the number of deals that have gone from stage 5 or under into stage 6 or over?    Does this make sense?!

Tagged:

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,041 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited August 2020 #2

    Hi @Loren Woodcock 

    You can create deal progress reports in the Insights reporting. Below here you see the standard report but you can add more filter options and see the conversion between stages there as well:

    image
This discussion has been closed.

Categories