Measuring funnel conversion from one stage to another (not in order)
We have three pipeline stages that are different radar categories. Basically, when we want to keep an eye on a lead they move to one of these stages.
I would like to measure how many of those leads move back into the pipeline. Essentially I want to know the conversion from "radar" to "meeting" for example. In our pipeline, the radar stage is at the very end so basically, we have to measure backward. Is this possible?
Inês Batata Admin Posts: 2,917edited September 2020 #2
Hi @Kory Henn !
I believe our statistics only count "forward" conversion, but if a Deal was in stage C last week and is in Stage B this week, if you filter for last week it will count the deal there.
Learn more about this here: Insights reports: Deal Conversion0