How do I see how long my opportunities are in each pipeline stage? I want to report on my most productive stages and see the number of customers progressing from one stage to the next.
We have a number of suggestions for how to extract this data:
1. You can use the pipeline summary to look at the average days in each stage the progression report to see movement over a period of time.
2. You can add automated action tasks, for each stage in the pipeline. Then you can build a report off an export of Tasks (settings > export data). These tasks will have a created date, that captures when it entered that stage of the sales pipeline. The task will also be related to the opportunity name.
3. You can create a historical sales funnel analysis. There is a template, and this will show historically, what’s been the likelihood to win an opportunity once it enters a stage in your pipeline.
4. If you have an API key, you can use this tool to download a spreadsheet of system changes on opportunities. This allows you to see when opportunities move to new pipeline stages and roll this information up into your own report.