Download Deal Overdue
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.
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. |
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