Filter Deal Progress
Last updated
Last updated
The sales page allows you to filter deals data by date, group, and pipeline. Used to make it easier for you to display reports according to the filter criteria you selected. First, go to the Analytic menu and click the Sales menu, then click 'Deal Progress' which you can find in the deal performance section.
Adjust the filter then, the report will automatically display the results according to the selected filter. You can see deals data by 'Value' or 'Count'. In the example image below, we filter deals conversion data from date '01/02/2022' to date '31/03/2022' based on '3Dolphins Sales SRM' in the 'Sales' group.
Component Explanation:
| Name | Description |
|---|---|
Pipeline
To display the report according to the selected pipeline.
Group
To display the report according to the selected group.
Start Date
To display the report starting from the selected date.
End Date
To display the report up to the selected date.
Filter
Button to apply the filter that has been set.
