Report on changes to Deal Status over time by selecting "Deal Analytics" under the Object in Report Builder.
Build a report using the Deal Analytics report object to see "Old Status" and "New Status" fields. This report can also produce the number of days a deal was in a previous status.
🔒Permissions
User must be a workspace Admin to request this report to be enabled.
Users must have access to Edit Reports.
💡Things to Consider
This report is currently in BETA and can be enabled upon request. To request this report, contact support@termsheet.com.
Nested Fields/Filters must also be enabled for this feature to be enabled.
⚙️Steps
- Navigate to Report Builder
- Select "+ New Report"
- Name the report and select "Deal Analytics" from the Deal Object dropdown.
- Start adding fields to the report by selecting them from the left side panel. Deal Analytics fields include: New Status, Old Status, Old Status Duration, and Updated Date. Any Deal Fields can also be added to the report.
- Start adding filters by selecting them from the filters tab on the left side panel.
- Add a chart to see a visualization of your report data.
