Download Deal Conversion
Last updated
Last updated
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.
And then, the file will be generated and you can download the file by clicking the 'Download' icon ( ). If you open the file, data will be displayed as shown images below.
Component Explanation:
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.
