How do I get statistics of when a deal moves down the pipeline?

Ulrikke Henriksen

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

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 field

Sue Steckle

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?