Measure Pipeline Performance with Historical Tracking Reports
Вставка
- Опубліковано 26 лип 2024
- Most reports only show the current state of your business. But if you need to know how your business has been progressing over the past few months, Historical Tracking reports will provide those insights. In this session, we show examples of reports that help Sales teams monitor their pipeline and discover whether any deals have shrunk or been pushed out.
- Наука та технологія
AMAZING EXAMPLES
Is this report available in Professional Edition?
Is it true that you cannot export a historical report? When will this functionality be available?
This doesnt tell you your pipeline is growing because snap shot months include close won from previous month
how would you fix this issue?
Use the Opportunity Trends report @@cevatkusku1910