Stale Opportunity Dashboard Widget
Log In
S
Sales & Marketing
Merged in a post:
Opportunity widget that is stagnant NOT live to show # of contacts in a stage and conversion %
J
Jeff Mahoney
Dashboard / Reports
Would like a simple widget that shows Opportunity data NOT in real time. But how many contacts moved to a specific stage during a specific time period. Here is an example:
1 month view
Widgets:
Total # Leads entered this stage 1
Total # Estimate Requests entered this stage 2
Total # Jobs Booked entered this stage 3
Conversions:
Leads to Estimate Requests %
Leads to Jobs Booked %
Estimate Requests to Jobs Booked %
T
Trey Sobers
needed for accurate reporting