Download Deal Lost

Each report on the analytic page can be generated and downloaded to a (.xls) 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 Lost' which you can find in the sales performance section. After the operator target page appears, click the 'Download' button on the upper right side of the page.

Download Report Deal Overdue

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.

Excel File Deal Won Report

Component Explanation:

Name
Description

User Id

User's identity number.

User Name

Your sales agent name.

Number of Deal Won

The number of deals won at that stage.

Value of Won Deals

The total value of deals won at that stage

Average Value of Won Deals

The average total value of deals won at that stage.

You can also see reports of deals won by each agent in the result download deals lost below.

Excel File Detail Agent Deal Lost

Component Explanation:

Name
Description

Deals Name

Your deals name.

Created On

Indicates when the deal was made.

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.

Won Lose

Indicates when the deal was lost.

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