We're happy to announce that we launched some additional reporting capabilities in Close.io. We replaced the old "Pipeline Report" (which simply broke down all your leads & opportunities by current status), with something much richer.
The new "Status Changes" report adds date range and user filters to a similar report, allowing you to drill down to see exactly what happened to your leads and opportunities in a specific time range. For each status, it allows you to see:
Additionally, you can click on any status to drill down to see more details about the specific transitions that occurred relating to that status. Here's an example:
In this example you can see that in the chosen period:
Lastly, all the relevant numbers in the report are clickable so that you can see a specific list of leads or opportunities that make up that number. For example if you click on one of the Opportunities numbers, you end up on the Opportunities page with a custom custom filter applied, like this:
We hope this is helpful to you and welcome your feedback at email@example.com.
(P.S. We have a lot more reporting features coming!)
Receive actionable sales advice straight to your inbox weekly.