Click the Reporting section
Access the Reporting feature to view and manage detailed reports regarding your tasks and activities.
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Geteilte Anleitung
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.
viktoriaAccess 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 Schritte
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.
Loading screenshot…100%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.
Loading screenshot…100%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.
Loading screenshot…100%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.
Loading screenshot…100%Click the All data option
Select 'All data' to view comprehensive analytics on all deals, enabling a broader review of your reporting metrics.
Loading screenshot…100%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.
Loading screenshot…100%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...'.
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