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Visualize and report on won deals V1

Maria Herrell
Updated 1 year ago

Drill right into the heart of your Pipeline’s performance with Pipeline reporting features. These tools will help you examine won deals over time, compare to expected revenue numbers and drill into the specific deals that are driving growth. Check it out by first going to the Reports tab:


Looks like this is a healthy sales engine! To compare against monthly expected-close targets, flip the switch along the right side of the screen:


The forecast predicts a strong close to the month. Even still, this company’s month performance to-date has beat expectations. To see which deals led to the strong month, scroll down to drill into the numbers:


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