Ability to export Prospect Status History

In order to better track our prospects through the pipeline, it would be helpful to able to export the prospect status history, or at least the ability to include the number of days in current status as a column in prospect lists.

  • Mara Wolverton
  • Sep 26 2024
  • Planned
Constituents
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  • Miriam Pike commented
    23 Sep 19:26

    Can I give this 100 votes? I don't currently have a good way of tracking moves management and it's frustrating. Reporting on success of lead processes is almost impossible. What if someone moves into a portfolio and is then disqualified? Or inactivated as a Prospect? It's hard to distinguish them from someone who was automatically disqualified and not moved into a Porftfolio. It's also almost impossible to report on how long our Prospects stay in Qualification. Or what's the average time from Cultivation to Solicitation?

    This update would be a fantastic addition for many different reasons. Data nerds, leadership, Prospect Management...

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  • Dulcie Ireland commented
    19 Aug 14:53

    Critical information for pipeline monitoring

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  • Guest commented
    27 Jul 21:40

    This is a must. It is quite annoying to have days past due on top but us not be able to clear those. We need to know!

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  • Al Nausedas commented
    02 Jul 17:30

    Needed for BI report development outside of RE NXT to better assess prospect pipeline progressions.

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  • Jerica Perkins commented
    30 Jan 17:21

    These data points are so helpful as we assess the work with the portfolio overtime.

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