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Create a Metric in explore for when a deal is moved in Sell

  • September 21, 2022
  • 1 reply
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Izabella11

Hi,

I am wondering if it is possible to create a metric/query in Explore that shows number of deals moved in to a certain Pipeline Stage in Sell?

So;

#Number of Deal that where moved to a certain pipeline stage, each month.
So for Example:

January - 5 deals were moved to stage B
Februari - 3 deals were moved to stage B
March - 7 deals were moved to stage B

If a deal is moved to stage B in Februari, and is still there in March we want that deal to give 1 value in February, and 0 value in March. And if a deal is moved to the stage in March, and moved to next stage in April, the report should still get a 1 value in March. 

 

1 reply

Dane13
  • November 18, 2022
Hi Izabella,
 
I have tested it on my end, and it's currently not possible as the dates/time associated with deals are limited to Deal Closed and Deals Added.
 
Would you mind posting your use case to our Feedback on Analytics topic? We have a template you can copy and use in your post. This is to help get more visibility and votes on the idea. Then, others can share their use cases to further drive demand for that feature. Thanks!