Sales Pipeline Report - Filters and Graphs
I wish I could do more in the sales pipeline report. It's a great quick snapshot, but in order to get the view I want, I have to export and manually do reporting in Excel with pivot tables. Would like to be able to add all sorts of filters, similar to how we can build custom reports, but more robust, with the ability to add graphs, and to only show top line data, not client level.
Steve Sentner
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Paul zussma commented
Do people still make their own reports on Excel? It's long and inconvenient. For example, when I first started my business, I used dual tracking software ( https://revenuegrid.com/sales-pipeline-visibility/ ) to manage it, which allowed me to keep track of all the things that I needed for a successful deal. And the people who worked for me could fill out the report much more accessible. They did not need Excel knowledge and did not need to create huge tables. Yes, sometimes I still use Excel, but this happens once a month just to see how my employees' salaries were calculated, and that's it. It's bizarre that you haven't heard of such a thing.