Hi All,

I am looking to monitor the deal velocity of one stage in one pipeline for our reactive maintenance team. The team have a KPI for responding to client quotation requests within 5 days. I have been playing with insights & reports and can generate reports for deals that progress to a closed status (won/lost). But that is not the detail I want. 

The simple parameters are:

  • Date deal entered/moved into stage "Quote WIP"
  • Date deal moved into stage "Quote submitted" or status Won/lost
  • Output: Avg time spent in that stage

Is this possible? I feel like it is, but can't seem to generate the succinct report I need.

The measure of our performance to our clients is in the responsiveness of the team to react in a timely manner, so this is vital.