If you want to visualize your deal flow over time — not just where deals currently sit in your pipeline — here’s a simple way to do it.
You’ll need the following measures in your report:
- Pipeline Stage
- Total Deal Count
And the following filters:
- Deal Date Created
- Pipeline
Then add two table calculations:
- Running Total of the Deal Count column
- Custom Calculation:
if(row()>1,
(max(${running_total_of_deals_total_deal_count_3})
- offset(${running_total_of_deals_total_deal_count_3}, -1)),
max(${running_total_of_deals_total_deal_count_3})
)
Its not letting me upload photos sadly, but happy to share screenshots on request.
Tip:
If your pipeline stages aren’t appearing in the right order (since they’re not alphabetical), you can fix this by creating a grouped field and prefixing each group name with ascending numbers — for example:
1 - New, 2 - Qualified, 3 - Proposal, etc.
Finally switch to a Funnel visualization and select the option to show **difference as a percentage.
What you’re looking at:
The top slice of the funnel shows how many deals entered the pipeline within your filtered date range.
Each slice below shows how many deals reached at least that stage.
So if a deal made it all the way through the pipeline, it contributes to every slice above it.
This approach gives you a much more insightful view of deal flow and bottlenecks — not just a static snapshot of where deals are sitting today.