Is there a report that can be built that shows the number of referrals by each referral partner, or the number of quotes within a certain timeframe?

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GeneralStatistics & Reports

Posted 8 months ago

Is there a report that can be built that shows the number of referrals by each referral partner, or the number of quotes within a certain timeframe?

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I need some reporting of the number of deals with a certain date field.

It would be great if the reports show the average number of activities made per contact per pipeline and per stage

Hi, I'd like to add basic marketing graphs to the Dashboard. Just simple graphs to show the number of lead in by month. The number of leads by source by month.

Report showing activity completed by due date

How do you report on deals moving through the pipeline, where certain deals might jump a stage?

Number of days avg in a particular stage