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    Trying to build a report, is it possible?

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    edited 12/09/19 in Archived 2016 Posts

    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.

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    • ✭✭✭✭✭✭

      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?

       

       

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    • ✭✭✭✭✭✭

      I agree with Brett.

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

       

      Craig

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    • ✭✭

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

       

      pl.jpg

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    • ✭✭✭✭✭✭

      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

       

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    • ✭✭✭✭✭✭

      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.

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    • ✭✭
      edited 01/06/16

      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?

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    • ✭✭

      Brett,

       

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

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    • ✭✭
      edited 01/06/16

      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?

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