Measuring Open Quote "Backlog"

Mark Hooper
Mark Hooper Posts: 3
edited July 2022 in Ideas and Product Feedback #1

Working with Insights developing reporting for a global organization.  

I am looking for a way to measure the volume of open quotes or Quote "Backlog" over time.  In other words, What was our volume of open quotes in January vs July vs October.  This would mean that July would show all quotes that were still open in July as open backlog even though the deal has closed in August/September and is no longer an open quote in October.

 

Does anyone else have a need for this or have a solution?

 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,043
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited November 2020 #2

    Hi @Mark Hooper 

    As I understand you'd like to have a look back in time to see at a certain day/week/month which deals and how many were in specific stages in the pipeline, am I right?

  • Mark Hooper
    Mark Hooper Posts: 3
    edited February 2022 #3

    Actually, we just need to see what volume of deals were "open" at specific points in time.  We want to see our "open" deals as of Jan 1, Apr 1, July 1, Oct 1, etc. 

  • Mike van der Valk
    Mike van der Valk Posts: 4,043
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited October 2020 #4
    Mark Hooper said:

    Actually, we just need to see what volume of deals were "open" at specific points in time.  We want to see our "open" deals as of Jan 1, Apr 1, July 1, Oct 1, etc. 

    Gotcha, thanks for clarifying @Mark Hooper 

    Unfortunately it's not possible right now, but I'll pass it on to our team working on reports in Pipedrive. I've added the "feedback" tag to your post as well.

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