Deal Reports

How to use this page

1. 1

   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.

2. 2

   Read the totals

   Three 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. 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.

3. 3

   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.

4. 4

   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, or the month it was created. A note under the table says how many deals were placed this way.

What the buttons do

All deals

Returns to the Deals pipeline.

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.

Common questions