Deal Progress

Deal progress will give you the ability to see the deal advancement through stages, so you can see how well your deals have been progressing through your sales cycle. In addition, you can see your data by 'Value' or 'Count' based on the filtered selected.

Hovering the cursor to each stage will display the deal count or average value. Deal progress can be downloaded to a (.xls) file and saved to your local drive for offline viewings such as analysis, sharing, or backup purposes.

To view the report, on the left side of the page there is the deal performance section. Then, select the 'deal progress' button.

Deal Progress

The Bar Chart above explains about :

1. The Y-axis represents stages on selected pipeline

2. The X-axis represents the number of deals or the total value depending on which metric is selected (count/value).

3. If the count metric is selected, blue dots on the chart represents the total value.

4. If the value metric is selected, blue dots on the chart represents the total number of deals.

5. The number of deals represents the number of deals that are on and went through the stage.

6. The value of deals represents the total value of deals that are on and went through the stage.