\deal progress by date

Michel_79066
Michel_79066 Member Posts: 2
edited July 2022 in Sales CRM #1

Hey guys. I am trying out the insights page and there is a graph I need that isn't displayed exactly in the way I need but very close. The deal progress graph shows the sum of the deals that changed stages. I need a graph that displays only what stage is each deal at the end of the month. Is there any way to do so?

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  • Andre Vill
    Andre Vill Member Posts: 131
    First Anniversary Name Dropper First Comment 5 Likes
    edited April 2022 #2

    Hi Michael!

    I guess you could try "viewing" the graph as "Stage Entered" and add the dates for specific months.
    Then when clicking on the specific stages, you will open up a Spreadsheet view, with all the deals in that stage.

    image
  • Michel_79066
    Michel_79066 Member Posts: 2
    edited April 2022 #3

    Hi Andre. Thanks, that helps but it doesn't solve my problem still. IF I cant get a better option I will stick with this one you told me. Thanks a lot

  • Andre Vill
    Andre Vill Member Posts: 131
    First Anniversary Name Dropper First Comment 5 Likes
    edited April 2022 #4
    Michel said:

    Hi Andre. Thanks, that helps but it doesn't solve my problem still. IF I cant get a better option I will stick with this one you told me. Thanks a lot

    Hey, 

    Could you explain a bit more of this issue then? Maybe i can offer something better.

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