Flowchart showing changes over time (day/week/month/year/custom) to see to which state my potentials went
Cheers People,
I added the options on the data source (Zoho CRM) to import the stage history and now i have a new table with this information. This table does not have the name of the connected deals (Potentials) in it?!
What i want to check with this report:
Show me where my potentials went and when.
Example: last week we had 150 deals in stage x and on the next week we have 155 deals in stage x.
Now i want to know how many deals went away from this stage (x) and to which state (y, z). And of course how many deals entered this stage (x) and from where.
maybe it is already out there
thx a lot
David
ps. i am on the basic edition
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