Download Deal Conversion

Each report on the analytic page can be generated and downloaded to a (.xls, .pdf, .csv, and .txt) file and saved to your local drive for offline viewings such as analysis, sharing, or backup purposes. To download the report, go to the Analytic menu and click the Sales menus, then click 'Deal Progress' which you can find in the deal performance section. After the operator target page appears, click the 'Download' button on the upper right side of the page.

Component Explanation:

NameDescription

Stage

A step in your sales process.

Number of Concluded Deals

Represents the number of deals that went through the stage

Conversion to Next Stage

Represents the percentage of total deals that went to the next stage compared to the total of deals that went through the stage.

Conversion to Won

Represents the percentage of total deals that were won at that stage compared to the number of closed deals.

Conversion to Lose

Represents the percentage of total deals that were lost at that stage compared to the number of closed deals.

Deal Number

Unique number of each deals.

Deal Name

Your deal name.

Value

Value of that deals.

Contact

Name of the individual that the deal relates to.

Company

Name of the company that deal is associated with.

Deal Owner

The sales agent made the deal.

Closed On

Indicates the time the deal was closed.

Current Status

Close status of the deal.

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