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New Reporting Feature: "Status Changes"

New Reporting Feature: "Status Changes"

We're happy to announce that we launched some additional reporting capabilities in Close. 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:

  • How many leads/opportunities entered (became) that status during the chosen time period
  • Ex: "How many new trials did we get this week?"
  • How many leads/opportunities left that status during the chosen time period
  • Ex: "How many customers churned last month?"
  • How many leads/opportunities were in that status at the start of the chosen time period
  • Ex: "How many qualified leads did we start the week off with?"
  • How many leads/opportunities were in that status at the end of the chosen time period
  • Ex: "How many invoiced opportunities are currently outstanding?"
  • The net change in the # of leads/opportunities in that status from the chosen time period
  • Ex: "How many more net customers did we add last quarter?"
Screenshot_2014-06-09_12.06.35

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:

Screenshot_2014-06-09_12.13.20

In this example you can see that in the chosen period:

  • 34 opportunities were created as status Active
  • 20 opportunities went from status "Active" to status "Won"
  • 15 opportunities went from status "Active" to status "Lost"

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:

Screenshot_2014-06-09_12.16.16

We hope this is helpful to you and welcome your feedback at support@close.io.

(P.S. We have a lot more reporting features coming!)