- ★ Stage Conversion by Owner Report
- ★ Sales by Owner Report
- ★ Using Deal Loss Reasons for Tracking and Reporting
- ★ Setting Sales Goals
- ★ Reports Overview
- The Active Deals Widget on the Performance Dashboard
- The Pipeline Coverage Widget on the Performance Dashboard
- The Revenue Goal Attainment Widget on the Performance Dashboard
- The Top Deals Widget on the Performance Dashboard
- The New Deals Widget on the Performance Dashboard
- The Forecast Widget on the Performance Dashboard
- The Revenue Widget on the Performance Dashboard
- Performance Dashboard Overview
- Total Incoming Deals report
- Lead Status Report
- Utilizing Activity Reports
- Success Insights Reports
- Total Sales Report
- Sales Funnel Report
- Sales by Customer Report
- How to view your Deal sources report
- Sales Forecasting in Deals and Reports
- Leveraging the Pipeline Development Report
- Individual Rep Performance Dashboard
- Time to First Action Reports
Reports
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Reports
Visual sales reporting to give you the insights you need to run your business.