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1. Win conversion
1.1. What value this report may bring?
Win Conversion report displays all won / lost deals within the selected period of time. It allows to see won / lost deal movement across sales pipeline stages and allows to investigate lost deals individually that could potentially improve your sales strategy in the future.
1.2. What information is displayed?
Note: deals which closure date is within the selected time frame are displayed in the report only.
|
# |
Title |
Description |
|
1 |
Full Screen |
Enables Full Screen |
|
2 |
Time frame selection |
Lets you choose the desired time frame.
Available time frames:
|
|
3 |
Percentage of deals that have been won |
Deal percentage = total number of won deals / total number of closed deals. |
|
4 |
Percentage of lost deals in a stage |
Lost deal percentage = total number of lost deals / total number of closed deals in a particular stage. |
|
5 |
Number of lost deals in a stage |
Number of lost deals in a particular stage.
Lost deal summary is available when clicked on the lost deal number. |
|
6 |
Won deals |
Number of won deals in the selected time frame. |
|
7 |
Filter by tag |
Report breakdown by tags. |
|
8 |
Filter by user |
Report breakdown by user.
Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page |
|
9 |
Filter by sales pipeline |
Report breakdown by pipeline. |
|
10 |
Deal stage column |
Current list of sales pipeline stages |
|
11 |
Total number of deals in the stage |
Total number of deals in a particular stage.
Note: In the event of a deal transitioning through more than one stage at once, stages that have been skipped will automatically record additional count to identify that a deal has moved thought it as well. |
|
12 |
Total number of lost deals in the stage |
Number of lost deals in a particular stage. |
|
13 |
Percentage of deals that moved to the next stage |
Deal percentage = total number of deals in the following stage / total number of deals in the current stage |
|
14 |
Percentage of deals that moved from the first stage |
Deal percentage = total number of deals in the current stage / total number of deals in the first stage |
|
15 |
Percentage of deals that have been won in particular stage |
Deal percentage = total number of won deals in the particular stage / total number of won deals. |
2. Deals Movement
2.1.What value this report may bring?
Displays the overall active and closed deals movement through the sales cycle with the capability to identify deals that have been lost in the process or remained in the same stage.
2.2. What information is displayed?
Deals that are displayed in the report include:
-
Active deals which creation date is within the selected time frame.
-
Closed deals (won or lost) which closure date is within the selected time frame.
|
# |
Title |
Description |
|
1 |
Full Screen |
Enables Full Screen |
|
2 |
Time frame selection |
Lets you choose the desired time frame.
Available time frames:
|
|
3 |
Total number of won deals |
Number of won deals in the selected time frame. |
|
4 |
Percentage of deals that remains in the same stage |
Percentage of deals that remains in the same stage in the selected time frame. |
|
5 |
Percentage of lost deals in a stage |
Percentage of deals lost in a particular stage in the selected time frame. |
|
6 |
Total number of deals in a stage |
Number of deals that remains in the same stage in the selected time frame.
Deals summary is available when clicked on the active deal number. |
|
7 |
Total number of lost deals in a stage |
Number of deals lost in a particular stage in the selected time frame. |
|
8 |
Total number of won deals |
Number of won deals in the selected time frame. |
|
9 |
Filter by tag |
Report breakdown by tag. |
|
10 |
Filter by user |
Report breakdown by user.
Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page |
|
11 |
Filter by pipeline |
Report breakdown by pipeline. |
|
12 |
Deal stage column |
Current list of sales pipeline stages. |
|
13 |
Total number of deals in the stage |
Total number of deals in a particular stage.
Note: In the event of a deal transitioning through more than one stage at once, stages that have been skipped will automatically record additional count to identify that a deal has moved thought it as well. |
|
14 |
Sum of active and lost deals in the stage. |
Sum of active and lost deals in the stage. |
|
15 |
Total number of deals that remains in a stage |
Number of deals that remains in the same stage in the selected time frame. |
|
16 |
Total number of lost deals in a stage |
Number of lost deals in a particular stage. |
|
17 |
Percentage of deals that moved to the next stage |
Deal percentage = total number of deals in the following stage / total number of deals in the current stage |
|
18 |
Percentage of deals that moved from the first stage |
Deal percentage = total number of deals in the current stage / total number of deals in the first stage |
|
19 |
Percentage of deals that have been won in particular stage |
Deal percentage = total number of won deals in the particular stage / total number of won deals. |
3. Products movement
3.1.What value this report may bring?
Displays the overall product movement through the sales cycle with the capability to identify products that have been lost in the process or remained in the same stage.
3.2. What information is displayed?
Products that are displayed in the report include:
-
Products assigned to the active deals which creation date is within the selected time frame.
-
Products assigned to closed deals (won or lost) which closure date is within the selected time frame.
|
# |
Title |
Description |
|
1 |
Full Screen |
Enables Full Screen |
|
2 |
Time frame selection |
Lets you choose the desired time frame.
Available time frames:
|
|
3 |
Total number of products won |
Total number of products assigned to won deals in the selected time frame. |
|
4 |
Percentage of products that remains in the same stage |
Percentage of products assigned to deals that remains in the same stage in the selected time frame. |
|
5 |
Percentage of lost products in a stage |
Percentage of products assigned to a lost deals in a particular stage in the selected time frame. |
|
6 |
Total number of products in a stage |
Total number of products assigned to deals that remains in the same stage in the selected time frame. |
|
7 |
Total number of products lost |
Total number of products assigned to a lost deals in a particular stage in the selected time frame.
Lost deal/products summary is available when clicked on the lost deal number. |
|
8 |
Total number of products won |
Total number of products assigned to won deals in the selected time frame. |
|
9 |
Filter by tags |
Report breakdown by tags. Report breakdown by pipeline. |
|
10 |
Filter by user |
Report breakdown by user.
Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page |
|
11 |
Filter by pipeline |
Report breakdown by pipeline. |
|
12 |
Filter by products |
Report breakdown by products. |
|
13 |
Deal stage column |
Current list of sales pipeline stages. |
|
14 |
Total number of products in the stage |
Total number of products in a particular stage.
Note: In the event of a deal transitioning through more than one stage at once, stages that have been skipped will automatically record additional count to identify that a products assigned to a deal has moved thought it as well. |
|
15 |
Sum of products assigned to active and lost deals in the stage. |
Sum of products assigned to active and lost deals in the stage. |
|
16 |
Total number of products in a stage |
Total number of products assigned to deals that remains in the same stage in the selected time frame. |
|
17 |
Total number of products lost in a stage |
Total number of products assigned to deals lost in a stage. |
|
18 |
Percentage of products that moved to the next stage |
Products percentage = total number of products assigned to deals in the following stage / total number of products assigned to deals in the current stage |
|
19 |
Percentage of products that moved from the first stage |
Products percentage = total number of products assigned to deals in the current stage / total number of products assigned to deals in the first stage |
|
20 |
Percentage of deals that have been won in particular stage |
Product percentage = total number of products assigned to won deals in the particular stage / total number of products assigned to won deals. |
4. Pipeline today
4.1.What value this report may bring?
Displays total active deals value in a pipeline as well as in each stage.
4.2. What information is displayed?
Deals that are displayed in the report include all active deals.
|
# |
Title |
Description |
|
1 |
Full Screen |
Enables Full Screen |
|
2 |
Total value of active deals |
Total value of all active deals. |
|
3 |
Total number of active deals |
Total number of all active deals. |
|
4 |
Filter by tag |
Report breakdown by tags. |
|
5 |
Filter by user |
Report breakdown by user.
Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page |
|
6 |
Filter by sales pipeline |
Report breakdown by pipeline. |
|
7 |
Deal stage column |
Current list of sales pipeline stages |
|
8 |
Deal value in particular stage |
Total deal value in a particular stage. |
|
9 |
Number of deals in particular stage |
Total number of deals in a particular stage. |
