Geteilte Anleitung

How to view pipeline statistics

In this guide, you'll learn how to efficiently view and save pipeline statistics by navigating through the insights menu.

victoriaworkflowsvictoriaworkflows
·9 Schritte·76 Aufrufe·Veröffentlicht

In this guide, you'll learn how to efficiently view and save pipeline statistics by navigating through the insights menu. Follow the simple steps to create a customized report named "Pipeline Statistics" and access valuable data to enhance your sales performance.

Step-by-step Guide9 Schritte

  1. Click on "Click here."

    Click on "Click here."
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  2. Click open menu

    Click open menu
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  3. Click Pipeline

    Click Pipeline
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  4. Click Sales pipeline

    Click Sales pipeline
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  5. Click Client Acquisition

    Click Client Acquisition
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  6. Click Save as new

    Click Save as new
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  7. Press a

  8. Type "Pipeline Statistics" in Report name

  9. Click Save

    Click Save
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