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Frequently Asked Questions aero-right Customization aero-right Can I track how long it takes our team to win opportunities?

Can I track how long it takes our team to win opportunities?

Customization Updated on March 27, 2018

Yes! Benchmark CRM allows you to track the duration and progress that it takes to win opportunities.

Please follow the below steps to access the report.

  1. From the left navigation, click on Reports option.
  2. Select  “opportunity reports”. This will provide a list of public reports of opportunities.
  3. Select “Opportunities Stage History
  4. Once clicked, you will get a detailed report on the stage duration each active opportunity was in. This is depicted using different color shade for each stage. The size of the bar shows the relative duration the opportunity was on that stage.

 

You can export the report in .CSV, Excel and PDF format using “Export” button.

This report can be customized in the type of chart you want using “edit chart” option.  

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