YouTube video by Adam Sand explaining how graphical reports—specifically Sankey diagrams—help analyze business and customer interaction data to identify where deals are lost and inform day-to-day decision making. The presenter warns against changing deal stages because it breaks the report's continuity.
The report is the graphical representation of your data. It's a way to answer a question that you have about your business or your customer interactions so that if you can answer it, you can make a determination. There's all kinds of reports. So the questions that you ask about a business, if you were to answer them, how would you change the decisions that you're making on a day to day basis? So this is called a Sankey diagram. S A N, K E, Y and it's a diagram for like where are my deals being lost? This is a big reason why we don't want you changing your deal stages because if we set this report up and then you change a deal stage, it's not going to report properly because this is set to say measure the where deals go next and where do deals get stuck so that we can understand at what stage of our business are we losing deals.
