Overview
Reports >> Status Movement
The Status Movement report displays number of leads moved from one pipeline status to the next one. This report can be generated for a selected date range and users in the hierarchy. The report assists the user in calculating average number of leads transferred from a single pipeline status to the following one for all selected users. For instance, there are five selected users and two leads moved from Meeting Setup to Opportunity Identified status, so the total average would be 0.4 {number of leads/number of users (2/5 = 0.4)}.
In addition, a user can view the average number of leads depicted a movement to the next pipeline status for every selected user. For instance, there are six movements possible for a lead. A lead owner’s 12 leads depicted a movement from a particular pipeline status to the other, so the total average would be 2 {number of leads/number of possible movements (12/6 = 2)}.
Perform the following steps to display the status movement report:
1. From the Select Users section, select the users for whom the report is to be generated.
2. In the Select Date Criteria section,
click 
and select the date range and click Search to
generate the report.
3. Click 
to view
the report in an MS Excel sheet.
Related Links
Corporate Goal Matrix
Pipeline Status Report
Pipeline Status
North South Report