Report to understand # of deals entering a stage for the first time

Darshan Bachhawat
Darshan Bachhawat Posts: 4
edited July 2022 in Ideas and Product Feedback #1

Hi, I'm trying to use the Insights reporting and specifically the Deals Progress report to identify which deals entered into a certain stage in a given month.  For example, we have Stages named Active Lead --> Engaged Lead --> Decision Maker Engaged.  I'm interested in seeing how many deals are going into Engaged Lead from Active Lead.  This tells me how many new qualified opportunities my team is creating each month.  I am using the "Stage Entered" field in the report, but the problem is this also captures deals that moved backward (i.e. from Decision Maker Engaged back to Engaged Lead).  This throws off our metrics.  Any suggestions on other reports or a workaround I can use?  Thanks.

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  • Inês Batata
    Inês Batata Admin Posts: 2,925
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    edited August 2020 #2

    Hi @Darshan Bachhawat !

    Indeed deals that move backwards will also be counted in the statistics if they were in stage X in the time period selected.

    As far as I'm aware there's no workaround for this. Can you explain a little more why you wouldn't want these Deals to be accounted for if they had moved back?

  • Darshan Bachhawat
    Darshan Bachhawat Posts: 4
    edited February 2022 #3

    Sure .  We have target metrics for # of deals that enter into a certain stage each month.  If we count deals that move backwards it messes up those reports.  How do you recommend we handle deals that move backwards or that are stalled?  What is the best practice here?

  • Camilla Pereira
    Camilla Pereira Posts: 3
    edited September 2020 #4

    Oi,
    Eu utilizo este relatório para ver avanços de uma etapa para outra ou até da etapa de um funil para a etapa de outro funil.
     

    image
  • Inês Batata
    Inês Batata Admin Posts: 2,925
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited September 2020 #5
    Darshan Bachhawat said:

    Sure .  We have target metrics for # of deals that enter into a certain stage each month.  If we count deals that move backwards it messes up those reports.  How do you recommend we handle deals that move backwards or that are stalled?  What is the best practice here?

    It really depends on each company's workflow and what makes sense for them, so I'm going to recruit the help of experienced members @Bernd Auer and @Marco Govoni to give you some tips and advice :)

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