Won & Lost Deals Report

Won & Lost Deals Reports are available for plan Starter and above. More info on Sellf Plans are available here

With these two reports you can now monitor your sales results trends and easily customize the time interval to monitor.

See instantly the distribution of your company’s closed deals divided by account.
Know who’s really bringing you the most profit by setting profit margins and win probabilities.
Get confirmation on what’s your best selling product with the highest margin and get reports on how much do any of these customers contribute the most to your overall team sales goals.

The “Deals Won” Report allows you to see which members of your team drive the most sales. It also provides you a Sales by Account report (click on People or Companies), that shows the cumulative value of won deals by account and highlights which ones are your most important customers.

Sales By Account

You can learn as much from the deals you’ve lost with the brand new “Deals Lost” Report.

Each report can be filtered by Area of your team, Pipeline, tag and you can adjust the date range to see how the distribution of your revenue changes over the time. The all new date filter allows you to filter this report choosing any time period.
You can see your data by "Value" or "Count".
Clicking on "Filters", you can also choose what kind of value you want to see: actual, net, by incentive or by commission

Remember that each report updates every 30 minutes/ 1hour. Check your Last update date.

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