Report for (early) deals vs deals (certain stage)

Options
Rodrigo Rojas
Rodrigo Rojas Member Posts: 57
5 Up Votes Name Dropper First Anniversary First Comment
edited June 2022 in Sales CRM #1

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:

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited May 2022 #2
    Options

    One of the Conversion/Funnel charts with a filter for the Deal Created field will give you what you're looking for.

  • Rodrigo Rojas
    Rodrigo Rojas Member Posts: 57
    5 Up Votes Name Dropper First Anniversary First Comment
    edited May 2022 #3
    Options
    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!  

Categories