Note: Sales Pipeline Stage Changes report is only available to users on the Enterprise Plan. |
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Stage Changes report is a valuable tool in order to see how many deal's opportunities moved to the stage selected and the total value. This sales report gives insights in which stage you are loosing the most of your deals compared to the first stage of your sales pipeline. As well as, this report allows to compare the number of deals by month or week so you can see which period was the most successful for your business. To add more you can track the amount of active opportunities and total value owned by the particular employee.
To enable Sales Pipeline Stage Changes report navigate to Insights module > Sales Pipeline > Stage Changes
Do not forget to use filters:
Select Date range in the top right corner.
Select Employee and Sales stage at the bottom of the chart.
Navigate your cursor on columns to see the amount of deal's opportunities and value.
Red column- Deals count.
Blue column- Value.
