Deal Overdue
Last updated
Last updated
Deal overdue will give you the ability to see which deal has an actionable pending on it and was a hard deadline. This actionable could be, waiting for a response or action from your sales team or client and many more. An overdue deal usually demands the highest attention and ensures closure as soon as possible. In addition, you can see your data by 'Value' or 'Count' based on the filter selected. Hovering the cursor to each stage will display the deal overdue count or average value.
To view the report, go to the Analytic menu and click the Sales menus, then click Deal Overdue which you can find in the deal performance section.
The Bar Chart above explains:
The Y-axis represents stages on the selected pipeline
The X-axis represents the number of deals or the total value depending on which metric is selected (count/value).
The overdue deal count represents the number of deals at that stage has overdue deals. If the count metric is selected, will be represented as orange bar chart. But if value metric is selected, the blue dots will represent it.
The average value represents the average value of overdue deals. If the count metric is selected, will be represented as blue dots. But if value metric is selected, the orange bar chart will represent it.
In addition to bar charts, this report also contains detailed table information of all deal overdue that occurs on that pipeline. The following is an explanation of the table information:
| Name | Description |
|---|---|
Stage | A step in your sales process. |
Number of Overdue Deals | The total number of overdue deals on that stage. |
Value of Overdue Deals | The total value of overdue deals on that stage |
Average Value | The average total value of deals on that stage. |
