Shared guide

How to track won vs lost deals over time

Step-by-step guide covering: Click the Reporting section; Click the Reports link; Click the Deals Closed (Won vs Lost) report; Click 'This entire week'.

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Step-by-step Guide8 steps

  1. Click the Reporting section

    Click the Reporting section
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  2. Click the Reports link

    Click the Reports link
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  3. Click the Deals Closed (Won vs Lost) report

    Click the Deals Closed (Won vs Lost) report
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  4. Click 'This entire week'

    Click 'This entire week'
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  5. Click the 'This week' dropdown

    Click the 'This week' dropdown
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  6. Click the All data option

    Click the All data option
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  7. Click the Save button

    Click the Save button
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  8. Click the Update existing report option

    Click the Update existing report option
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