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Track won vs lost deals in reporting

Access the Reporting feature to analyze deals won versus lost, customize your report settings, and focus on specific timeframes to evaluate your sales performance effectively.

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·8 steps·101 views·Published

Access the Reporting feature to analyze deals won versus lost, customize your report settings, and focus on specific timeframes to evaluate your sales performance effectively.

Step-by-step Guide8 steps

  1. Click the Reporting section

    Access the Reporting feature to view and manage detailed reports regarding your tasks and activities.

    Click the Reporting section
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  2. Click the Reports link

    This action directs you to the Reports section, where you can view, generate, and manage various reports related to your data and performance.

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

    This will open the report detailing the comparison between closed deals that were won versus those that were lost, providing insights into sales performance.

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

    Selecting 'This entire week' will update the report to display data and metrics specifically for the current week, allowing for a focused analysis of deals closed within this time frame.

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

    Selecting 'This week' will filter the report to display data only for the current week, allowing you to analyze deals closed within this specific timeframe.

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

    Select 'All data' to view comprehensive analytics on all deals, enabling a broader review of your reporting metrics.

    Click the All data option
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  7. Click the Save button

    Clicking the Save button will store your current report settings and any changes you've made to the data view. This ensures your customized report configuration is retained for future access.

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

    This action allows you to modify the current report settings and data visualizations. After clicking, you will be prompted to adjust parameters for the report titled 'Deals Closed (Won vs...'.

    Click the Update existing report option
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