Hi
I'm trying to create a report to show my sales matrics. My structure of the pipeline is:
LEAD ->CONTACT -> POTENTIAL-> SALE
The problem is that the reports only allows to put data from the module LEAD or the module CONTACT & POTENTIAL but not from both at the same time. There is a way I can get a single report with a funnel of conversion that includes the number of LEADS, number of CONTACTS and NUMBER of POTENTIALS?
The other thing I want to be able to report is a graph with the AXIS X per number of (LEADS, CONTACTS, POTENTIALS, SALES) and the AXIS Y per week. How can I do it?
thanks