Reports

Reports answers the questions a dashboard tile cannot: how the pipeline breaks down, what is closing when, why deals were lost, who is doing what. Every figure is calculated the same way as on the dashboard.

Open a report

  1. Open Reports in the menu. The reports are grouped, sales first, then financial ones if your role includes them.
  2. Select a report, for example Open pipeline, Pipeline by stage, Pipeline by salesperson, Expected closings, Sales metrics, Opportunity aging, Lost opportunities or Sales activity.
  3. All reports takes you back to the list.

Choose what it covers

  1. Use the bar at the top: a period (such as this quarter or the last 90 days), the owner (Everyone or Me), stages, a reseller, a tag, or a way of grouping, depending on the report.
  2. Quarters and years follow your company's fiscal year.
  3. Reset goes back to the report's standard choices.

Read it

  • The totals come first. Some reports also draw a chart.
  • Grouped reports open and close each group; Expand all and Collapse all do them all at once.
  • Select a record's name to open it.

Keep and share it

Columns and saved views work as on every list, so you can save "My lost deals this quarter" and open it in one click. Export gives an Excel or CSV file with the choices and totals above the rows (when your role includes exporting).

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