Trying to build a report, is it possible?

Mike Ostrowski

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.

Brett Evans

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?

 

 

J. Craig Williams

I agree with Brett.

Chances are you'll want to build the 'smarts' into the sheet and then build your report off that.

 

Craig

Mike Ostrowski

The pipeline is built, hopefully a pic will give you an idea what I have.

 

J. Craig Williams

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

 

Brett Evans

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.

Mike Ostrowski

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?

Mike Ostrowski

Brett,

 

I'll try to do a mock pipeline and see how that works.

Mike Ostrowski

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?