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Sales Stage Report - Overview

The Sales Stage Report allows you to see deals open or closed for a selected timeframe, how long they were open, and where a salesperson and manager may want to work together in order to improve the time within a given sales stage. 

To create the Sales Stage Report, please follow the below instruction:

1. Please navigate to Reports on the menu bar.

2. Click Forecasting & Deals tab.

3. Click Sales Stage Report link.

4. From the Hierarchy area, select at least one option.  Note:   You can select up to five options.

     -The hierarchy order determines how the data is nested in the report.

5. Optional: Select filters to remove the data that you do not wish to report on.

6. Click the Run button.

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