Download Deal Overdue
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 Overdue' 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:
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.
Deal Number
Unique number of each deals.
Deal Name
Your deal name.
Move To This Stage On
Indicates when the deal moved to each stage.
On This Stage For
Indicates how long the deal has been in that stage.
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.
Overdue Status
Indicates whether the deals period has overdue.