Stage Conversion Report
Sales Stage Conversion Report: Import the stage history of your deals and see the rate from each stage to the next, the days deals wait, the win rate per rep and the pipeline next quarter needs. Free copy runs the report and the Monday digest. Receiving data from a CRM needs Pro, the agent needs AI credits. Put the link of your copy in the Monday email step.
Stage Conversion Report is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Quick Apps
This Taskade Genesis app includes 4 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Pipeline Planner. Its automations include Monday pipeline digest and Receive stage changes from your CRM.
by @taskade
What you can do with Stage Conversion Report
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Stage Conversion Report works
- Monday pipeline digest: when Every Monday at 8 AM, then Find the Settings row and Today in the Settings time zone.
- Receive stage changes from your CRM: Add the stage change to Stage History and Write the Automation Log row.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Pipeline Planner
- Automations: Monday pipeline digest, Receive stage changes from your CRM
- Workspace: 4 projects, 1 AI agent, 2 automations