New

New

Reporting upgrade

May 27, 2024
May 27, 2024
May 27, 2024

Overview

You can now track prospect status conversion rates (qualification rate), pipeline entries, and win rates.

Relate now displays pipeline funnel metrics to track deals through pipeline stages.

How it works

Go to the navigation menu and click your workspace name. Click Reporting to access your reporting page.

The new charts will be at the top of the reporting page.

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