Overview
The Deal Stage History report provides detailed information about stage changes for deals across your portfolio. You can generate the report for the entire portfolio or apply filters to focus on specific properties or deals.
Key benefits / use cases
Track stage changes for deals over time.
Analyze deal progress by property or deal name.
Export historical stage data for reporting or compliance.
How to use the Deal Stage History report
Apply filters
You can generate a deal stage history report for:
Entire portfolio
Specific property
Deal name
Stage change date
More filters include:
Deal stage
Property attributes
Report details
The report displays:
Property
Stage
Deal type
Start date
Days in stage
Tenant code
Deal square footage
Proposal term
Starting rent amounts
Export options
You can export the report in multiple formats:
Excel
CSV
PDF
Steps to export
Apply the desired filters to customize your report.
Click the black box icon on the right side of the screen.
Select or deselect columns to include in your export.
Choose your preferred export format (Excel, CSV, or PDF).
Tip: Use column selection to create a clean, relevant report before exporting.
FAQs
Can I filter by stage change date?
Yes. You can filter by Stage change date and other attributes under More filters.
What data does the Deal Stage History report include?
It includes property details, stage, deal type, start date, days in stage, tenant code, deal square footage, proposal term, and starting rent amounts.
Can I export the report?
Yes. You can export the report in Excel, CSV, or PDF formats.