Extração da quantidade de negócios e tempo estagnado no funil

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Joel Batista da SilvaFilho
Joel Batista da SilvaFilho Member Posts: 2
edited July 2022 in Business Talk #1

Tenho a necessidade de extrair a quantidade de negócios de uma determinada etapa do funil, bem como o tempo que está estagnado.

Na automação do fluxo de trabalho não consegui encontrar essas variáveis.

Alguém teria alguma alternativa que pudesse compartilhar?

Obrigado

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited July 2021 #2
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    You can set up a view to list deal created, deal value, pipeline stage, deal status, Date of Last Stage Change and export it into an Excel/CSV format.

  • Joel Batista da SilvaFilho
    Joel Batista da SilvaFilho Member Posts: 2
    edited February 2022 #3
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    I understood and will be very helpful Amit.

    However, I intended to create a flow automation and then decide the action. 

    My problem is precisely to find these variables (amount of business in the funnel and downtime without activity).

    Can you give me a tip?

    Thanks.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited July 2021 #4
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    Joel Batista da SilvaFilho said:

    I understood and will be very helpful Amit.

    However, I intended to create a flow automation and then decide the action. 

    My problem is precisely to find these variables (amount of business in the funnel and downtime without activity).

    Can you give me a tip?

    Thanks.

    Maybe Zapier would help.

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