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Trying to build a report, is it possible?
I'm trying to build a report from our company sales pipeline.
Our pipeline has 7 sales stages.
I'd like a report showing the percentage of our sales teams success progressing prospects from stage 3 or 4 to stage 5 (closed).
At this point, I'm not sure how I need to approcae this report and build it. Would appreciate some direction.
Comments
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Brett Evans ✭✭✭✭✭✭
It is unclear if you are starting from scratch here or if you already have a Sheet that captures all of your sales and stage information.
Can you describe what you have so far?
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J. Craig Williams ✭✭✭✭✭✭I agree with Brett.
Chances are you'll want to build the 'smarts' into the sheet and then build your report off that.
Craig
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The pipeline is built, hopefully a pic will give you an idea what I have.
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J. Craig Williams ✭✭✭✭✭✭
Mike,
Are you moving rows manually from one stage to the next?
What happens to items in Stage 3 or 4 that do not progress to Stage 5?
I'm trying to picture your workflow to see how this works.
Do things progress from 3 to 4 to 5 or can they jump from 3 to 5?
I'm trying to figure out how to count this things.
How would you do it if you just had this information and had to determine the percentage using a hand-held calculator?
Still trying to help.
Craig -
Brett Evans ✭✭✭✭✭✭
I think for what you want to do I would make to changes.
1) add a hidden column with the number one in it. it makes counting things simpler.
2) Change your sales stage into 7 columns, with a check box for each stage. This will allow yo to track history and record how opportunities progress.
With those changes you should be able to do alot of good analysis.
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Craig,
Yes, we move rows to different stages manually. If the account cannot progress/close, it is moved to stage 6 (fall Back).
Yes, a sales cycle can progress directly from stage 3 to 5.
The only way I can see doing this manually (calculator), is to identify/record previous sales stage and date.
Maybe there's a way to use conditional formatting to indentify anything moving from stage 3/4 to 5?
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Brett,
I'll try to do a mock pipeline and see how that works.
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Brett,
If I do it the way you suggest will I loose the parent Row of each stage that sums up number of accounts and annual gallon sum?
Categories
<\/p>
My suggestion (tedious but effective) is to adjust the trigger to be daily (date based with custom selection of every 1 day) and run at a specific hour with the same conditions.<\/p>
<\/p>
Duplicate the workflow and adjust the hour to be the next hour. Duplicate again and adjust the hour. So on and so forth for each hour that you want to run the workflow on (this allows you to restrict it to only during business hours so someone isn't getting a ton of emails all about the same thing while they are sleeping).<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109392,"type":"question","name":"COUNTIF using OR","excerpt":"Hi, I'm trying to count how many check boxes (out of a possible 4) are checked on a row (basically, countif w OR x OR y OR z is checked). I've tried many variations of the following formula: =COUNTIFS(OR[PNS]@row = \"1\", [EIP]@row = \"1\")) Thank you!","snippet":"Hi, I'm trying to count how many check boxes (out of a possible 4) are checked on a row (basically, countif w OR x OR y OR z is checked). I've tried many variations of the…","categoryID":322,"dateInserted":"2023-08-24T13:49:46+00:00","dateUpdated":null,"dateLastComment":"2023-08-24T15:55:26+00:00","insertUserID":141331,"insertUser":{"userID":141331,"name":"deb_63_hydracor","url":"https:\/\/community.smartsheet.com\/profile\/deb_63_hydracor","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AATXAJzYn23TqUOGU8A4PW0HalCwzLK5YNQsVxHwYcgL=s96-c","dateLastActive":"2023-08-24T15:43:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":141331,"lastUser":{"userID":141331,"name":"deb_63_hydracor","url":"https:\/\/community.smartsheet.com\/profile\/deb_63_hydracor","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AATXAJzYn23TqUOGU8A4PW0HalCwzLK5YNQsVxHwYcgL=s96-c","dateLastActive":"2023-08-24T15:43:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":37,"score":null,"hot":3385781112,"url":"https:\/\/community.smartsheet.com\/discussion\/109392\/countif-using-or","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109392\/countif-using-or","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109392,"commentID":392374,"name":"Re: COUNTIF using OR","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392374#Comment_392374","dateInserted":"2023-08-24T15:55:26+00:00","insertUserID":141331,"insertUser":{"userID":141331,"name":"deb_63_hydracor","url":"https:\/\/community.smartsheet.com\/profile\/deb_63_hydracor","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AATXAJzYn23TqUOGU8A4PW0HalCwzLK5YNQsVxHwYcgL=s96-c","dateLastActive":"2023-08-24T15:43:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-24T15:57:53+00:00","dateAnswered":"2023-08-24T14:47:28+00:00","acceptedAnswers":[{"commentID":392343,"body":"
If your column title contains a space, it must be surrounded with square brackets. This should fix it.<\/p>
=COUNTIFS(PNS@row, 1) + COUNTIFS(EIP@row, 1) + COUNTIFS(Facilities@row, 1) + COUNTIFS([Patient Care Experience]@row, 1)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109379,"type":"question","name":"Manage Workflows and Saved Workflows","excerpt":"Good day all - I am still new on this platform can you please assist me in this question I have for Manage Workflows and Saved Workflows - I am having this occurring issue with an error I get when I try to save my workflow automation. All my conditions runs successfully but when I change action to alert someone. The send…","snippet":"Good day all - I am still new on this platform can you please assist me in this question I have for Manage Workflows and Saved Workflows - I am having this occurring issue with an…","categoryID":321,"dateInserted":"2023-08-24T07:56:33+00:00","dateUpdated":null,"dateLastComment":"2023-08-24T14:08:36+00:00","insertUserID":165593,"insertUser":{"userID":165593,"name":"Riana","title":"R","url":"https:\/\/community.smartsheet.com\/profile\/Riana","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9FLSSWC8RCEG\/nBVJ1OR1G1MKI.jpg","dateLastActive":"2023-08-24T13:43:52+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":80301,"lastUser":{"userID":80301,"name":"Debbie Sawyer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Debbie%20Sawyer","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-02\/6f\/d1\/n6fd11e91b71000f2b152e84c8f072631.jpg","dateLastActive":"2023-08-24T14:07:47+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":35,"score":null,"hot":3385753509,"url":"https:\/\/community.smartsheet.com\/discussion\/109379\/manage-workflows-and-saved-workflows","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109379\/manage-workflows-and-saved-workflows","format":"Rich","lastPost":{"discussionID":109379,"commentID":392316,"name":"Re: Manage Workflows and Saved Workflows","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392316#Comment_392316","dateInserted":"2023-08-24T14:08:36+00:00","insertUserID":80301,"insertUser":{"userID":80301,"name":"Debbie Sawyer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Debbie%20Sawyer","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-02\/6f\/d1\/n6fd11e91b71000f2b152e84c8f072631.jpg","dateLastActive":"2023-08-24T14:07:47+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-24T13:26:28+00:00","dateAnswered":"2023-08-24T12:46:28+00:00","acceptedAnswers":[{"commentID":392292,"body":"
Is your Site Name column called Site Name or Site Name:<\/p>"},{"commentID":392309,"body":"
Hi Debbie<\/p>
You are right on this one. The problem was my Site Name: it was as Site only on my sheet. I now resolved my issue. My workflow is saving successfully now. I Thank you so very much for your assistance. Please ignore the mail trail that I send you.<\/p>
You must have a wonderful day. I appreciate your assistance.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
