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How to track sales performance metrics

In this how-to guide, you'll learn step-by-step how to track your sales performance metrics by creating a customized report.

victoriaworkflowsvictoriaworkflows
·20 steps·75 views·Published

In this how-to guide, you'll learn step-by-step how to track your sales performance metrics by creating a customized report. From generating the report to filtering and saving your insights, this video provides a clear walkthrough to help you analyze your sales effectively.

Step-by-step Guide20 steps

  1. Click Create

    Click Create
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  2. Click Report

    Click Report
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  3. Click Deal

    Click Deal
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  4. Click Performance

    Click Performance
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  5. Click Continue

    Click Continue
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  6. Click on "Click here."

    Click on "Click here."
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  7. Click Customize chart colors

    Click Customize chart colors
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  8. Click Lost

    Click Lost
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  9. Click on "Click here."

    Click on "Click here."
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  10. Click Save

    Click Save
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  11. Click on "Click here."

    Click on "Click here."
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  12. Click Add filter

    Click Add filter
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  13. Click Status

    Click Status
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  14. Click Open

    Click Open
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  15. Click Won

    Click Won
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  16. Click Save

    Click Save
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  17. Press A

  18. Click on "Click here."

    Click on "Click here."
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  19. Type "Sales Performance 2026" in Report name

  20. Click Save

    Click Save
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