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Deal Progress report, showing all progress between Stages in a reporting window

Damian Bown
Damian Bown Posts: 4
edited July 2022 in Ideas and Product Feedback #1

Is there a way to generate a report/table that has rows for each Deal, and columns for each Stage, and content data that shows the date that each Deal entered that Stage?

My company has an OKR target for the number of Deals progressing to each stage of our Pipeline during the [quarter]. Today I have to create the report manually. Pipedrive Insights only shows me the current Stage and the date that the Deal entered that  Stage. To find the history of Stage entry dates I have to go through each Deal detail page manually and look through the Activities history for records of Stage changes.
So Pipedrive is already holding the data. 

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  • Markus Funk
    Markus Funk Posts: 115
    Third Anniversary 100 Comments 5 Likes 5 Up Votes
    edited February 2021 #2

    @Mike van der Valk 

    Great idea from @Damian Bown 

  • Mike van der Valk
    Mike van der Valk Posts: 3,627
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2021 #3

    Hi @Damian Bown 

    We don't have a report to show that unfortunately. We do have the data and if you have someone technical in your team you can use Pipedrive's open API to pull that information from our database. So if you have someone in the team who knows about that, it can still save you a lot of time and manual work.

  • Damian Bown
    Damian Bown Posts: 4
    edited February 2022 #4

    Hi Mike van de Valk,
    Good suggestion. 
    Can you advise on which deal fields in the API I should be querying to access information on the date and time of all Stage changes on my deals. I imagine it should include

    Deal ID:
    Date and time of Stage change:
    From: Stage
    To: Stage

    thanks

  • Mike van der Valk
    Mike van der Valk Posts: 3,627
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited April 2021 #5
    Damian Bown said:

    Hi Mike van de Valk,
    Good suggestion. 
    Can you advise on which deal fields in the API I should be querying to access information on the date and time of all Stage changes on my deals. I imagine it should include

    Deal ID:
    Date and time of Stage change:
    From: Stage
    To: Stage

    thanks

    Hi @Damian Bown 

    It looks I've made a mistake :( I can't find this this data in our API either :(

    I will definitely pass this on internally so we can hopefully improve this in the future... sorry...

  • Jenny Baluca - 3
    Jenny Baluca - 3 Posts: 2
    First Comment Photogenic
    #6

    Is this option to report deal stage change now available in the reports?

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