Download Deal Progress

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 Progress 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.

Download Report Deal Progress

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 Progress Report

Component Explanation:

NameDescription

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.

Deal Number

Unique number of each deals.

Move To This Stage On

Indicates when the deal moved to each stage.

Deal Name

Your deal name.

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.

Current Status

Status of the deal.

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