When you create a sales pipeline, you need to make sure you realize how long (on average) it takes you to close the deal or how long it takes you to close a ticket.
Afterwards, you can make adjustments in the sales cycle and make the team work faster and better:)
Build the Time in stage report
- Go to the Reports section and click on the "+" sign next to the TIME IN STAGE section:
2. Now fill in the data you need to track:
- the folder with stages;
- the field to track (Stage/Status);
- Time measure (minutes, hours, days, weeks).
3. Now you see the report created.
4. You can customize your reports by adjusting:
- Stages you want to track (in my example I only want to see the performance in New, Presentation and Negotiating);
- Users: select the sales/support team that is moving records down the pipeline;
- Sort by: Stage, Average time, Number of deals moved.
5. Also, you can set the periods you want to compare the performance by (or not compare - just untick the Compare option then):
6. The Stage details will show you: how many records (e.g. deals, tickets) and by who they have been moved from a certain stage.
7. Average time in stage: shows the average time (how long it takes you to move a record from one stage to another). In my example I took Days measurement.
P.S. For tickets you can take Minutes or Hours.
Deals moved from the stage: shows the number of moved deals for the chosen period (in my case it is This year).
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