Sales pipeline evolution metrics and dashboarding

07/15/21
Answered - Pending Review

I own a Smartsheet that captures all of the sales opportunities one per row and each marked with a pre-defined specific stage of the opportunity (investigation, qualification, archive, execution, etc). These will naturally evolve thru the sales funnel and individual smartsheet contributors will update the stage shortly after it changes.

I would like to be able to calculate some metrics as to how fast opportunities move to subsequent stages and for example visualize sales by stage but distinguishing the opportunities at each stage based on whether they have been in this stage for <30 days or more than 30 days, along with other "evolution" time based metrics that can be calculated using formula in a report and eventually be visualized on a dashboard.

What is the best way to do this?

Answers

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