Click the Reporting section
This action will take you to the Reporting section where you can view and analyze various performance metrics and data related to your activities.
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Shared guide
Create a deal age report in the reporting section
Generate a deal age report in the reporting section to analyze closure times and sales trends by customizing the report settings and access permissions as needed.
viktoriaGenerate a deal age report in the reporting section to analyze closure times and sales trends by customizing the report settings and access permissions as needed.
Step-by-step Guide12 steps
Click the Reports link
Selecting the Reports link takes you to the reporting section where you can view and analyze various performance metrics and data insights.
Loading screenshot…100%Click the Create button
Clicking this button will initiate the process to create a new report within the 'My Reports' section.
Loading screenshot…100%Click the Create report button
This action initiates the process of generating a new report, allowing you to customize its parameters and content.
Loading screenshot…100%Click the Search all templates field
This action activates the search input, allowing you to filter and find specific templates quickly.
Loading screenshot…100%Type 'deal age' in Search all templates
Entering 'deal age' will initiate a search for templates related to deal age metrics, allowing you to see relevant reports and insights.
Loading screenshot…100%Click the Average time to close for Deals chart
By clicking the Average time to close for Deals chart, you'll access a visual representation of deals' closure times for the current quarter, allowing you to analyze trends in your sales process.
Loading screenshot…100%Click the Save report button
Clicking the 'Save report' button will save your current report settings, including the average deal age data and any customizations you have applied.
Loading screenshot…100%Click the Next button
Clicking 'Next' will proceed to the next step of saving your report, allowing you to continue customizing it for your dashboard preferences.
Loading screenshot…100%Click the Save report button
This action will save your report along with the selected access settings for who can view or edit it. Ensure you've chosen the appropriate access level before saving.
Loading screenshot…100%Click the Save button
This action will save your report with the current settings and access permissions you configured. Ensure that all desired options are selected before proceeding.
Loading screenshot…100%Click 'Go to your reports' link
This action takes you to the reports section, where you can view and analyze various metrics related to your deals.
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