Standalone report

Opportunity Stage Journey

Build a credible story around where opportunities actually traveled over time. The report uses parent stage groups, filters out short accidental movements, and keeps mass updates visible so Practice Growth Advisors can trust the number they present.

Default hygiene

If an opportunity sits in a stage for less than 1 hour, that brief stop is treated as a likely correction and removed from the path.

Bulk update flags

When 25 or more opportunities change stages in the same hour for one client, the batch is flagged. PGAs can include it or exclude it from counts.

Match style

The path is matched in order. Orthodontic detours are allowed by default, so Observation to Started Treatment still matches when Pending happened between them.

Report builder

Choose scope, path, and data-quality rules.

Client scope 1 selected

Account set

Select at least one client.

Stage journey Parent stage groups only

Date basis PGA selects how the range is applied

Last stage change includes opportunities with a stage movement in the selected window. Created at uses the original opportunity creation date. Analyze both date bases Compare opportunities created in the range against opportunities that changed stages in the range.

Date range

From To

The start date must be before the end date.

Min. stage dwell Default is ≥ 1 hour

hours. Shorter entries are disqualified from the path.

Count orthodontic detours Observation to Started Treatment still matches when Pending, No Show, or another meaningful stage happened between them. Exclude bulk batches from counts Flagged opportunities remain visible as review-only rows, but are removed from the headline count.

Build a journey report

Select a Practice Growth Advisor or choose clients manually, then run the journey report. Multi-client runs start as a rollup and can drill down to one client for client-safe calls.

Observation → Started Treatment