Download Deal Progress
Last updated
Last updated
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.
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 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. |
