Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Trying to build a report, is it possible?
I'm trying to build a report from our company sales pipeline.
Our pipeline has 7 sales stages.
I'd like a report showing the percentage of our sales teams success progressing prospects from stage 3 or 4 to stage 5 (closed).
At this point, I'm not sure how I need to approcae this report and build it. Would appreciate some direction.
Comments
-
It is unclear if you are starting from scratch here or if you already have a Sheet that captures all of your sales and stage information.
Can you describe what you have so far?
-
I agree with Brett.
Chances are you'll want to build the 'smarts' into the sheet and then build your report off that.
Craig
-
The pipeline is built, hopefully a pic will give you an idea what I have.
-
Mike,
Are you moving rows manually from one stage to the next?
What happens to items in Stage 3 or 4 that do not progress to Stage 5?
I'm trying to picture your workflow to see how this works.
Do things progress from 3 to 4 to 5 or can they jump from 3 to 5?
I'm trying to figure out how to count this things.
How would you do it if you just had this information and had to determine the percentage using a hand-held calculator?
Still trying to help.
Craig -
I think for what you want to do I would make to changes.
1) add a hidden column with the number one in it. it makes counting things simpler.
2) Change your sales stage into 7 columns, with a check box for each stage. This will allow yo to track history and record how opportunities progress.
With those changes you should be able to do alot of good analysis.
-
Craig,
Yes, we move rows to different stages manually. If the account cannot progress/close, it is moved to stage 6 (fall Back).
Yes, a sales cycle can progress directly from stage 3 to 5.
The only way I can see doing this manually (calculator), is to identify/record previous sales stage and date.
Maybe there's a way to use conditional formatting to indentify anything moving from stage 3/4 to 5?
-
Brett,
I'll try to do a mock pipeline and see how that works.
-
Brett,
If I do it the way you suggest will I loose the parent Row of each stage that sums up number of accounts and annual gallon sum?
