My reports: Deals

In this article, we take a look at deals reports.

Go to CRM > Analytics > Sales funnel.

Expand My reports section and select Deals.

When you open this report for the first time, you're shown the demo data. You can close the demo view to see the actual report for your deals.

You can switch between deal pipelines by clicking the button in the top right corner. Also, you can use filters to change the reporting period.

All deals in the report are grouped not by a separate stage, but by special groups:

  • Deals in progress - all deals that are not at the final stages.

  • Deals won - deals that have been closed successfully.

  • Deals lost - deals that have been closed, but not successfully.

Sales funnel for deals shows how many deals went through all the stages within the selected reporting period. You can analyze the effectiveness of your sales process and see at which stage you lose money.

When you analyze the sales process, the most important value is the income.

The Total value of deals report consists of three parts. The first shows the total value of deals, the second - the total value of won deals, the third - the total value of deals in progress (the difference of the first two).

Closing the deal is half the work - you need to get money from a client. The Payment control for deals won report shows you if you have any deals that are not invoiced.

You can easily evaluate the managers' workload by using the Deals in progress reports. You can see the number of deals in progress for each manager, the number of calls he/she has made, and the number of activities.

When you have lots of deals, you may forget about some of them. The Number of deals on hold widget comes in handy in this case. A deal on hold is a "forgotten" deal that nobody has worked on within the selected reporting period. You can click the number of such deals to open the list of deals on hold.

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