Reports
Win rates, cycle times, revenue mix and team activity for the selected period.
Demo data
Closed revenue
$199K
Win rate
60%
71 won, 47 lost
Sales cycle
43 days
New lead to close
Activities logged
2,061
Calls, emails and meetings
Forecast vs target
Closed and forecast revenue per period
97% of target forecast, 68% closed
- Closed
- Forecast
- Target
Win rate by owner
Won deals as a share of closed deals
- SMSofia Marin19 won, 9 lost68%
- PNPriya Nair11 won, 6 lost65%
- MCMaya Chen14 won, 9 lost61%
- DODaniel Okafor18 won, 12 lost60%
- LWLiam Walsh9 won, 11 lost45%
Average sales cycle
Days a deal spends in each stage before moving on
43 days from new lead to close
- New lead4 days
- Qualified7 days
- Discovery12 days
- Proposal8 days
- Negotiation12 days
Revenue by industry
Closed-won revenue, largest first
- Manufacturing$265.5K
- Healthcare$184K
- Logistics$149.3K
- Hospitality$128.1K
- Financial services$124.4K
- Software$85.3K
- Retail$49.3K
Activity leaderboard
Calls, emails and meetings logged by each rep
Calls Emails Meetings
| # | Rep | Mix | Calls | Emails | Meetings | Total |
|---|---|---|---|---|---|---|
| LWLiam Walsh | 585 | |||||
| 2 | DODaniel Okafor | 450 | ||||
| 3 | MCMaya Chen | 423 | ||||
| 4 | PNPriya Nair | 311 | ||||
| 5 | SMSofia Marin | 292 |