How do I get statistics of when a deal moves down the pipeline?
We have four steps in our pipeline = new lead, lead contacted, meeting, proposal made. I need to be able to pull an overview of the date the lead was moved into the "meeting" step and when a lead is moved into the "proposal made" step. Preferably with a value stating the user who moved them. Is this possible? And if so, how do I do it?
Martin Boonzaayer Posts: 61edited September 2020 #2
Yes, this is possible. I have implemented this exact same thing. I created a custom date field that corresponds to each stage and a corresponding custom user field for each stage as well. Then using integromat when the deal stage changes integromat will save the user and the date to the custom field0
Sue Steckle Posts: 26edited September 2020 #3
If you go to your "Insights" tab, there should be a standard report there already called "Deal Progress" which can further customize and save a copy with your customizations - might be a good starting point for you?0