We’re proud to announce a dual feature release that we’re certain will find favor amongst those of you who like to keep a keen eye on their statistics and enhance the level of visibility they have into their pipeline.
This update brings even more depth and options to our reporting functionality, ensuring you have the best view on why deals are closing or not.
Part 1: Product specific look at deals started, won and lost
In the first part of our update, we’ve looked at making life easier for users who sell products and specifically multiple products.
Now you are able to see the following on the statistics page when looking at deal status:
- What products were included in deals that were started/lost/won
- The exact value, count, or discount of the products related to those deals
- Who in the team was the most active offering/closing any specific product
- How selling products has changed over time
This should help you identify which products are more successful, spot sales trends and determine who sells certain products better than others.
Part 2: See who started the deals and where they are now
The building block of the second part of this new release is the ability to view deals started during a certain date range by user and by their current status.
For instance, you’d like to see how many deals created last month have been closed and which salesperson has been the most successful.
Or which month of the year brought in the most successful deals, even if the deals were eventually closed at a later date.
Part 2.2: See the state of all deals started during a specific date range
The second part of this release allows you to look at deals by their current status i.e. won, lost or open, arranged according to when the deals were started.
So it is easy to look at all deals started in the first quarter and get an immediate view on the closing rate or see how many of those deals never made it to close.
How do I get it?
For the product specific views, you’ll obviously need products functionality turned on, in which case you should be able to see the new options immediately.