Hey, team. What's going on? So during the PRG hug and some of, you actually messaged me about how do we set this up and how do we set up, you know, a a conversion report between two pipelines. So how do we connect two pipelines? So this is possible using the live, you know, customer journey reports.

So I'm using the the new usage features that's that's now enabled. Here's the catch. This is, again, a contact based report. So we are looking at the contact who had a deal which passed through the sales pipeline, and they also had a deal which passed through the onboarding pipeline.

So that's what we are doing right now. So this is not a deal based report. Do not, like, do not make that mistake even though it it, like, it feels good to have that kind of report on the deal objective as well. Maybe in the future, I don't know.

But this is a contact based report. So we'll go through one contact that went, you know, all the way till the end to closed one. Closed one and, like, finally completing the onboarding. So what happened here is this contact, like, it had a deal, and then we finalized closed like, closed won the deal.

Once the deal was closed won, then only, we opened up a new onboarding deal.

Now what I'm getting here is this has to be linear. If you create for some weird reason an onboarding deal first, and then you do all of your movement and stuff, and then you create your, you know, this deal, this will not work. So ensure you have a, you know, sales to CS onboarding automation in place where where the basic automation would be, you know, the on the sales deal is closed one, create a automatic deal in the onboarding pipeline, assign the CSM or whatever, and then, you start the movement. So, this is my onboarding pipeline.

You have account setup, orientation, customization, evaluation, and completed or incomplete yet. So you can set up certain automations to move folks in incomplete if they're, like, stuck in certain state for a decent amount of time. So this is how you go about it. And you can see, you can find it here, in the deal stages, onboarding, renewal.

You can see all these stages. So please ensure that the movement of the deals are in linear manner. So if you want to track, you know, for example, you want to track two stages in, closed one pipe, like the sales pipeline from, let's say, negotiation to close one. What is the ratio between them and how that is, you know, infecting what's happening in the onboarding pipeline.

So you can get creative about it and uncover some insights on if folks are basically spending less time in discovery.

What is the implication of that? Do they run the onboarding much faster or you can create a bunch of different reports. So this is just an idea. Again, this is experimental.

So, before you build out something solid, feel free to first test it out, and then we can go from there. Hope this is helpful. Let me know what else do you want me to cover, with regards to this tool or anything in general. Thank you.