Create a report for Tracking Lead movement or management in Creatio Reports

Hi Everyone,

I am trying to build a weekly summary report in Creatio to track key lead milestones, and I am facing an issue with tracking stage movement accurately.

Requirement:

  • Report should show leads moving from ABC to DEF
  • Leads marked as Qualified or Disqualified
  • Opportunities moved to Closed Won or Closed Lost
  • Weekly summary only (not individual notifications)

The issue I am facing is specifically with tracking:
“Leads moved from  ABC to DEF

In the report setup, I can filter current fields like:

  • Source
  • SBU
  • Lead Stage
  • Status

I am trying to understand:

  1. What is the best way to track field transitions in Creatio reports?
  2. Is it better to create a custom object via business process to store stage movement history?
  3. Has anyone implemented similar milestone tracking reports?

Any guidance or recommended architecture would be greatly appreciated.

Thank you!

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1 comments

Hello,

Thank you for the post.

We recently released a new feature called 'Waterfall pipeline analytics' which may fit your user case, as they are tracing object changes. It is available from Creatio version 8.3.3. You may find more information about the topic in the release notes:
https://academy.creatio.com/docs/8.x/resources/release-notes/8-3-3-twin-release-notes#title-2782-22

Please let me know if you have any further questions.

Kind regards,
Maria

 

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