Deal Progress
Deal progress will give you the ability to see the deal advancement through stages, so you can see how well your deals have been progressing through your sales cycle. 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 count or average value.
To view 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.
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).
If the count metric is selected, blue dots on the chart represent the average total value and orange bar graph represents the number of deals on each stage.
If the value metric is selected, blue dots on the chart represent the number of deals of each stage and orange bar graph represents the average total deal value of each stage.
The number of deals represents the number of deals that are on and went through the stage.
The value of deals represents the total value of deals that are on and went through the stage.
In addition to bar charts, this report also contains detailed table information of all deal progress 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 Deals | The number of deals has reached the stage. |
Value of Deals | The total price of all deals at the stage. |
Average Value | The total average values are obtained from the number of deals on the stage. |
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