Report for (early) deals vs deals (certain stage)
Rodrigo Rojas
Posts: 44
I am working with ADVANCED license and I have not found a way to make a report to show for a period of time:
How many deals has been created in a month and how many of those have been progressing to a certain step in the pipeline.
Anyone with suggestions?
Tagged:
0
Comments
-
One of the Conversion/Funnel charts with a filter for the Deal Created field will give you what you're looking for.
0 -
Amit Sarda said:
One of the Conversion/Funnel charts with a filter for the Deal Created field will give you what you're looking for.
Hi @Amit Sarda could you lecture us on how to do this? Not don't how to do it. thanks!
0
