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Opportunity Journey Report

Overview

Use this report to track a Sales Opportunity's journey through your Sales Pipeline stages.

IN THIS ARTICLE

What's in the report
Interpreting the data
Filtering the data

What's in the report

To run this report, you must have the following Security Group permissions:

  • Report “Visible”
  • Sales Opportunity “Visible”

You must also be assigned to a Sales Team that has access to at least one active Sales Pipeline.

  • Opp Buyer*
  • Moved through Pipeline
  • Moved through Stage
  • Updated Date
  • Updated By
  • Days in Stage
  • Primary Producer First Name**
  • Primary Producer Middle Name**
  • Primary Producer Last Name**

*The Opp Buyer is a Group or Individual that is associated with the Opp.
**The Primary Producer is the Agent record in an Opp’s “Primary Producer” field.

Interpreting the data

This report compiles a list of pipeline and stage transitions. For each Opp, you can see every time it was moved into a pipeline/stage and which User did it.

Screenshot showing a report output example

You can also see how long it has sat in the stage. The Days in Stage is calculated by taking the <next stage update date> and subtracting the <stage update date>.

Filtering the data

If you have a lot of data, it could take AgencyBloc a little time to export your Opp data. To narrow your report results and improve the report download speeds, use any of the following filters:

  • Report Type - Only Group Opp or Individual Opp data will be included in the report results.
  • Buyer Name - Only Opps that are associated with the specified Group/Individual buyer will be included in the report results.
  • Opp Name - Only stage transitions for the selected Opp will be included in the report results.
  • Moved through Pipeline - Only stage transitions with the selected Sales Pipeline in its history will be included in the report results.
  • Moved through Stage - Only entries where Opps were in the specified stage will be included in the report results.
  • Primary Producer - Only Opps with the selected Agent in the Primary Producer field will be included in the report results.
  • Updated Date Range - Only stage transitions with a Date greater than or equal to the Start Date and less than or equal to the End Date will be included in the report results.
  • Updated by User - Only entries where the selected User updated the Opp's stage will be included in the report results.