Set up a Stage changed report
Track records or values entering a stage during a time period.
This article explains how to set up a Stage changed report, which shows the volume or value of records transitioning through your pipeline. They are often used to see how many records moved into each stage over time, but you can also measure values associated with those records (currency, number, or rating).
For an overview of all report types and when to use each one, see Create reports.
Create a Stage changed report
See Attio Academy for a video walkthrough of Funnel, Time in stage, and Stage changed reports.
Note: Stage changed reports are available on Pro and Enterprise plans.
Follow these steps to set up a Stage changed report:
Click Reports in the sidebar, then create or open a dashboard.
Click + Add report and choose Stage changed.
Data source: Select an object or list.
Status attribute:
Select the status attribute whose stages define your pipeline.
Under Included stages, choose which stages you want to track transitions into.
Metric: Choose what to measure.
Count Records: shows how many records entered each selected stage in each time period.
Or choose a number, currency, or rating attribute and select how to aggregate (for example Sum, Average, etc.) to show the value associated with records entering each stage.
Filters: Optionally add filters to narrow which records are included.
Visualization: Choose how to display the data: Bar or Line.
Stack bars: Display bars stacked vertically or side by side on bar charts.
Show axis labels: Toggle attribute names on or off.
Target: Add a target value to display a goal line across the chart.
Time period: Above the chart, choose Daily, Weekly, or Monthly, and select the period to display.
Compare: Show current and previous periods side by side.
Next steps
Changes you make to a report are not visible to other team members until the report is saved. For details on saving, viewing, and filtering reports, see Create reports.