Stage Transition Matrix by Customer Type

This is the third canvas under Stage Transition Reports. The above-mentioned pinned global filters and additional dimension-based filters i.e., Customer Type are required to generate this report. The customer type is a list-based dimension. The user can select multiple customer types based on which reports get generated. This report will provide the count and the percentage of the count of accounts across various stages at customer type levels.

Figure 5-25 Stage Transition Matrix by Customer Type Report


Stage Transition Matrix by Customer Type Report