You can track your revenue over a selected date range and your different deal stages. This is useful to track your sales team's performance and to forecast your expected revenue. You can filter your reports from all pipelines or a specific pipeline.
📋 View your reports
To access your reports:
- Go to Deals > Reports.
- Optional: Click Change and select the desired pipeline.
Click the Revenue report tab to access your revenue report.
In the Revenue section, you can find information about deals won in the selected date range: the total won revenue, the number of deals won, and the average value of a deal. To see the number of deals and amount of revenue won by month, hover over the points on the graph.
Current pipeline value
In the Current pipeline value section, you can find information about your open deals: the total deal value and estimated revenue per pipeline stage, and the number of open deals. To view the total deal value and estimated revenue per pipeline stage, hover over the bars in the chart.
Click the Sales cycle report tab to access your sales cycle report.
In the Conversion Rates section, you can find information on your win rate and the main reasons for lost deals. You can also access valuable insights about the efficiency of your sales process at each stage of the pipeline. By analyzing the closed deals within the selected pipeline and date range, we calculate the number of deals that successfully progressed through each stage. This data helps you understand how your stages are utilized and evaluate the performance of your sales funnel. It also allows you to identify critical exit points quickly. The grey arrows between each deal stage represent the conversion rate.
You can also view a breakdown of all the reasons why you lost deals. To view the breakdown percentages, hover over the slices of the chart. For better readability, if you have 6 or more lost reasons, only the 5 most common appear in the pie chart, with the remaining reasons grouped under Other reasons. You can still see the complete breakdown next to the chart.
You can view the average time it takes to win deals and the average time spent in each stage for won deals. The stages in dark purple correspond to the 2 stages in which your deals spend the least and the most amount of time.
To calculate the average time to win, we use the creation dates of deals and the actual closing dates that are updated when closing a deal. The calculation excludes deals with closing dates earlier than the creation date.
To calculate the average time spent on won deals in each pipeline stage, we consider the dates when deals were updated in the system. The calculation excludes any durations less than an hour in a given stage for a deal.
Click the Team report tab to access your team report.
You can find information about your team's sales performance in the selected date range: the average time to win, the average deal value, the number of won deals, the win rate, the revenue share, and the total revenue. The final row displays the average values for your entire team. These statistics are based on closed deals only. A medal icon appears next to the top performer on your team.
💸 View your estimated and total revenue per deal stage
In the Cards view, hover over the icon in each column header to view:
- the estimated revenue of the deal stage based on the win probability you specified.
- the total revenue of the deal stage.