If there a way to identify what companies are falling out of a sales funnel stage, such as Best Few?

kim_barragan0126 · September 25

Below is an example of a pivot. I want to show only the companies that are in blue with a zero for week ending 9/22/2024. They were in the funnel stage of Best Few for the week ending 9/15/2024, but now they are no longer at this stage. I want to see weekly which companies are no longer in the Best Few Stage.

ArborRose · September 25

Initial Pivot Table Example:

Opportunity ID	Opportunity Name	Best Few (2024-09-22)	Best Few (2024-09-15)
10711	Opportunity One	1	1
10716	Opportunity Two	1	1
10717	Opportunity Three	1	0
10718	Opportunity Four	1	0
10720	Opportunity Five	1	0
10670	Opportunity Eight	0	1

Calculated field:

CASE 

  WHEN `Best Few (2024-09-15)` = 1 AND `Best Few (2024-09-22)` = 0 THEN 'Transitioned Out'

  ELSE 'No Change'

END

Whatever your field is that holds the week. But it should be dynamic. Hard to tell what that is because I can't see the actual dataset.

ArborRose · September 25

Initial Pivot Table Example:

Opportunity ID	Opportunity Name	Best Few (2024-09-22)	Best Few (2024-09-15)
10711	Opportunity One	1	1
10716	Opportunity Two	1	1
10717	Opportunity Three	1	0
10718	Opportunity Four	1	0
10720	Opportunity Five	1	0
10670	Opportunity Eight	0	1

Calculated field:

CASE 

  WHEN `Best Few (2024-09-15)` = 1 AND `Best Few (2024-09-22)` = 0 THEN 'Transitioned Out'

  ELSE 'No Change'

END

Whatever your field is that holds the week. But it should be dynamic. Hard to tell what that is because I can't see the actual dataset.

kim_barragan0126 · September 25

Thank you! I will try this out.

If there a way to identify what companies are falling out of a sales funnel stage, such as Best Few?

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