Report on Sell Pipeline development
Hello.
I'm struggling to get some information from my data in Sell.
Consider this scenario: In week 12, I have 10 deals under "Demo Stage", under multiple owners. In week 13, I have 12 deals under "Demo Stage", from which 8 stayed from last week, 2 moved forward the pipeline, and 2 are new additions to the Demo Stage.
How can I pull out a report showing me which ones moved forward, which stayed, which are newcomers, split by owner.
Even if your answer will be "export the data and do it on excel", I can't find a way to get the dates where the deal was in every stage.
Looking forward for your help.
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Hi Luciano,
Thank you for reaching out!
I have a few suggestions for you below:
(1) Smart List Export:
- You can complete regular smart list exports of the Deals in your account
- Include the columns "Pipeline Stage," "Last Stage Change Date," and "Ownership."
- Additionally, if you are familiar with our API (and depending on our plan) you can use the Firehose API which delivers a continuous stream of data from Sell in near real-time and would allow you to export frequent changes with your Deals
(2) Sell Reports:
- In the Sell Reports section of your account, the reporting options include the Funnel Report, Pipeline Development Report, Stage Distribution Report.
- These reports (although not-exportable) can help you track deal progression, compare historical pipeline development, and monitor the current stages of your deals.
I hope this helps provide you with some available options!
Best,
Katie
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