How to view duration of opportunities in each stage

Question:

How do I see how long my opportunities are in each pipeline stage? I want to report on my most productive stages and see the number of customers progressing from one stage to the next. 

Answer:

We have a number of suggestions for how to extract this data:

1. You can use the pipeline summary to look at the average days in each stage the progression report to see movement over a period of time.

2. You can add automated action tasks, for each stage in the pipeline. Then you can build a report off an export of Tasks (settings > export data). These tasks will have a created date, that captures when it entered that stage of the sales pipeline. The task will also be related to the opportunity name.

3. You can create a historical sales funnel analysis. There is a template, and this will show historically, what’s been the likelihood to win an opportunity once it enters a stage in your pipeline. 

4. If you have an API key, you can use this tool to download a spreadsheet of system changes on opportunities. This allows you to see when opportunities move to new pipeline stages and roll this information up into your own report. 

Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.

 

 

Was this article helpful? 0 out of 1 found this helpful