How to track pipeline stage activity

I'm looking for a report (or way to build a report) that will track movement within pipeline stages. Is this possible?

1 comment

Date Votes

Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
June 06, 2019 16:05

Hi Blake,

I believe the Opportunity History report should give you what you need. However, if you are looking for more historical data sources than what that dataset gives you, then I'd recommend using Flatly.io and a report building software like Microsoft Power BI.

Let me know if you need help.

Thank you,

Micah Feldkamp

1

Comment actions Permalink

Please sign in to leave a comment.