Historical Pipeline Stage Reporting by Date (Critical for KPI Reporting)
C
Caterina Abbrescia
Right now:
The funnel widget assumes a lead passed through every previous stage
The opportunity view only shows the current/latest stage
Filtering by Created On or Updated On still only shows where the lead is now, not where they were during that timeframe
Example:
A lead enters:
Monday → New Online Lead
Wednesday → Phone Screening
Friday → Booked Appointment
When reporting on that week, we need to know:
How many entered New Online Leads
How many entered Phone Screening
How many Booked Appointments
Currently, this is impossible to report accurately because historical stage movement is not stored.
This is especially problematic for businesses where leads move through stages quickly (healthcare, agencies, sales teams, call centres, etc.).
Suggested Solution
Add Historical Pipeline Stage Reporting with date-based tracking.
For a selected date range, show:
“How many opportunities entered each stage during this period”
Example weekly report:
New Online Leads = 25
Phone Screening = 12
Booked Appointment = 8
Even if the same lead moved through multiple stages that week.
Bonus features:
✅ Filter by date entered stage
✅ Stage movement timeline reporting
✅ Weekly/monthly conversion reporting
✅ Historical funnel snapshots by date
This would massively improve reporting accuracy and make pipeline KPIs actually reliable.
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