How to pull a report of individuals by sales cycle

[Erik_Eaton]

Good Morning,

I am trying to pull a reports that would provide the following:

	Leads	MQLS	Stage 1	Stage 2	Stage 3	Stage 4	Revenue	Revenue Won
Week 1
Week 2

The numbers would reflect new members to each category only.

Any ideas?

Cheers,

Erik

[Rachel_Noble · Accepted solution]

This is how I do it, following these steps for each timeframe (one report for Week 1, one for Week 2, etc).

Create a People Performance Report​ and adjust the Setup tab so people are created at "all time"

Use Custom Columns to create your rows - use a new smart list for each stage

If you don't date-stamp your stages, that's fine. Just use "Data Value Changed">Lifecycle Status, time frame is "Last 7 Days" or however you want to do it. You will need to create a smart list for each stage, like I have done here.

(Optional step) In the Smart List tab, require that the leads in the report be members of one of the smart list custom columns

We actually do it daily and have the reports dump the numbers into a spreadsheet using an auto-report generator, so it's easier to pivot against any timeframe.

Hope this helps!

EDIT: Note that this gives you a report for people who entered the stage in that timeframe, not people who were in the stage (e.g. John Doe becomes SQL 2 days ago and is still an SQL. He will not show up in the SQL Yesterday smart list). If you're looking for a snapshot view, use the Success Path Analyzer and click on "Balance." You can adjust the time frame in the Setup tab.

[Erik_Eaton]

Sweet! this is exactly what I am looking for .

Thank you!

[Rachel_Noble]

Glad I could help!