Sales pipeline evolution metrics and dashboarding

Alessandro Rugge

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?

Mark Cronk

Hi Alessandro,

You need to add a few date columns to capture the dates you need to calculate the time frames you want. Then you can use basic calculations to get what you want. You can use record a date automation to populate the date cells, or you can do it manually. Happy to help if you need more assistance.

Mark

Andrée Starå

Hi @Alessandro Rugge

I hope you're well and safe!

To add to Mark's excellent advice/answer.

• You could also use conditional formatting to format the information based on the dates and more.
• If you'd need the time as well, you can maybe use the below method I developed.

More info: 

https://community.smartsheet.com/discussion/68589/lock-or-store-date-value-solution-without-using-zapier

• More information about the record a date feature.

https://help.smartsheet.com/articles/2481986-set-the-current-date-with-record-a-date-action

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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