In Google Looker Studio, you can create a report that combines deal data with stage history data. This helps you track how your team works with deals.

You can also monitor:

• How many stages a deal passed through
• The date of the latest activity
• How long a deal stayed in progress

Add deals and stage history to a table

Select the required entities and create data sources in Google Looker Studio.

Create a table and blend data from different sources.

In this example, the table uses the following dimensions:

• Unique key: Deal ID
• Responsible person: Name of the responsible employee
• Deal name: Deal name

We also added custom metrics to track how many stages each deal passed through and how long it stayed in progress.

• Number of stages: Shows how many times the deal moved to a different stage. The metric uses the Unique key from stage history (Table 2).
• The first change of stage: Shows the date when the deal moved to another stage for the first time. Formula: DATE(MIN(Created on)). The Created on field comes from stage history and stores the date and time when the deal entered a stage.
• The last change of stage: Shows the date when the deal moved to another stage for the last time. Formula: DATE(MAX(Created on)).
• Total of days spent in the stages: Shows the number of days between the first and last stage changes. Formula:UNIX_DATE(MAX(Created on)) - UNIX_DATE(MIN(Created on)).

In this example, Deal #1712 stayed in progress for 21 days and passed through 3 different stages. This indicates a significant delay in processing the deal.