Overview
Deal Reports is a live summary of the selected client's own deal pipeline. It shows the total open pipeline value, the weighted pipeline once your stages have win probabilities (each open deal's amount times its stage's win probability), open value broken down by stage and by owner, the deals won and lost in each of the last 12 months, and the lost deals grouped by reason. It reads your deals and never changes them, and it leaves out website leads that look like spam. Select a stage or owner row to open those open deals on the Deals board. Open it from Reports in the Deals sidebar group or the Reports button on the Deals page.
How to use this page
Open the report
Choose the client in the sidebar, then select Reports under Deals, or select Reports in the Deals page header. If no client is selected, the page asks you to pick one first. Select All deals at the top to go back to the pipeline.
Read the totals
Cards sit at the top: Open pipeline (value and number of open deals), Won in the last 12 months and Lost in the last 12 months. Once any open stage has a win probability, a Weighted pipeline card also appears, adding up each open deal's amount times its stage's win probability, set on Deal Stages. Open deals are every deal not in a won or lost stage, including deals with no stage. A deal with no amount counts as $0 but still counts as a deal.
See open pipeline by stage and owner
Open pipeline by stage lists your open stages in the same order as the pipeline, with No stage last when any open deal has no stage. Open pipeline by owner lists each deal owner by highest open value, with No owner last. Each row shows its value and deal count, and the bar shows its share. When no open deal has an amount, bars compare deal counts instead. Hover a row to see its full numbers. Rows with open deals show an arrow. Select an owner row to open the Deals board with only that owner's open deals (No owner opens Open without owner). Select a stage row to open all open deals, where that stage is its own column. Once any open stage has a win probability, each row also shows its weighted value under the amount, and each stage row shows its win probability in brackets, or (no win %) when it has none. When open stages holding deals have no win probability, a note under the stage list says how many and links to Set win probability.
Review won and lost by month
The Won and lost by month table lists the last 12 months, newest first, with Won, Won value, Lost and Lost value columns. The orange bar is won and the grey bar is lost. Each won or lost deal is counted in the month of its close date. A deal with no close date, or one still in a later month, is placed by another date instead: the month it last moved stage (a deal room signature counts as a move), or the month it was created. A note under the table says how many deals were placed this way.
See why deals are lost
Lost by reason, last 12 months lists each reason given for the lost deals counted in the table above, with the number of deals and their value. The reason with the most lost deals comes first, and No reason given comes last. Reasons that differ only in capitals or spacing are counted together. When some lost deals have no reason, a note explains how to add one and links to the stages page, where the reason list is kept.
What the buttons do
- All deals
- Returns to the Deals pipeline.
- Stage and owner rows
- Rows with open deals open the Deals board on Open opportunities. An owner row also filters to that owner; No owner opens Open without owner. Rows with no open deals are not links.
- Set win probability
- Link in the note under Open pipeline by stage when an open stage with deals has no win probability. Opens Deal Stages, where you set it.
- Create a deal
- Shown when the client has no deals yet. Opens the Deals page with the new deal form already open.
- Retry
- Shown when the report could not load. Loads it again.