Pursuit Funnel Stage Names vs. Numbers | Voters

Pursuit Funnel Stage Names vs. Numbers

Paige Elmore

As the individual responsible for our processes, I need to be able to see the Stage Name vs. the stages from completion number in the funnel report under Pursuits so that I can better understand the work from this report.

February 2, 2022

Dr. Mark Wentling

The funnel numbering scheme seems backwards from the actual stages in the pipelines. Allow the naming convention from the pipelines to reflect on the dashboard funnel, assuming all pipelines have identical stage names. The error condition resulting from dis-similar names would be to revert to numbers.