Sales Performance Report

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The 'Sales Performance' report allows you to see historic or past opportunities won, lost, abandoned or open. This lets you see how your business is performing now compared to the previous month, week, quarter, etc.

The page displays a bar graph followed by a table. You can always switch between multiple pipelines by selecting it in the 'Pipelines' drop-down menu.

Bar graph: The bars are color coded to let you compare opportunities won, lost, abandoned or open. You can adjust the time periods between daily, weekly, monthly or quarterly. You can see opportunities by monetary value or by count.

Table: Each row represents the opportunities in a different time period and shows you new information like win rate and total sales. Total Win Rate is calculated by dividing (won Opportunities / total Opportunities) * 100.

Note: the default time frame is set to two months leading up to the current date. Click on the filter icon in the top right to modify the date range for close date, filter for assignee, source, tags, and more.

Still have questions?

Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.

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