KPI's/Reporting Question

Loren Woodcock_9185
edited July 24 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?!

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    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:

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