What is this measuring?
- The number of interactions per stage of opportunity advancement through a pipeline.
Why is this important?
This report will give managers an idea of how many interactions it takes users to move opportunities through the entire pipeline.
Interactions per stage will help identify potential workflow improvements by uncovering the ideal number of interactions it should take to move an opportunity through the entire process. This can help establish targets for the team, identify top performer averages and identify users who may need extra coaching.
Create the 'Interaction per stage' report
Please Note: This report will require the Google Sheets, ProsperWorks CRM, and an active Zapier account.
1. Create a Google Sheet with the following column headers
- Opportunity ID*
- Owned By
- Stage Name
- Close Date
- Stage Updated
- Last Contacted
- Interactions *
- Inactive Days
- Created Date *
- Stage Name for each stage of the process **
- Stage Name for each stage of the process Interactions **
*Required columns for this report
** Required for this report. Example below:
2. Navigate to your Zapier account to begin the steps needed to populate the Google Sheet you've created in Step 1. If you are unfamiliar with Zapier, visit *THIS LINK* to learn about the tool and how to sign up.
To populate the Google Sheet dynamically, you'll need to initiate one three-step zap and a series of four-step zaps for each stage in your pipeline. The first step will include a Trigger, Filter, and Action. The following will include a Trigger, Filter, Search, and Action.
a. Opportunity Creation: The initial Trigger will be the creation of a New Opportunity
Filter step: Indicate the name of the pipeline you are tracking interactions in.
Action step: Create Google Sheet Spreadsheet Row
Map the required fields in step 1 and any other relevant information you would like to see in the dynamic Google Sheet.
** Notice below that Created Date, and the first stage of our process will be filled in and dated along with the current number of interactions at this stage. This is integral.
Also notice that the next stages in the process will be left blank and filled in during the next 3 step Zap for Updated Stages.
b. Opportunity Stage movements: the Trigger will be Updated Opportunity Stage
Filter Step: Indicate the Pipeline name from the previous Zap as well as the name of second stage of your pipeline, like so:
Search Step: Lookup Spreadsheet Row
Indicate the search of the Opportunity by ID created in the first zap, like so:
This will identify the opportunity by ID created in the creation Zap and allow you to update the same row with new information (date of stage movement, and the number of interactions) in the following action step.
Action Step: Update Spreadsheet Row
Use a Custom Value and identify the Row from Step 3
The caveat here is that we want to leave the first Stage blank (since it has already been populated in the previous zap) and all subsequent stages (Proposal in this example) blank, only populating date/interaction details for the second Stage in the process.
When this process is repeated for every stage in your pipeline, you will have created a Google Sheet that will dynamically populate with stage progression data as well as the interaction count per stage, like so:
*Note, some non-essential data points in the columns have been hidden in the sheet for formatting purposes.
Create This Report
Copy this link into your browser to make a quick template to catch the data:
Potential Reporting Enhancements
Query the interaction data across your opportunities to find average interaction by stage data.