Open deals’ statistics apply to deals with an Open status only.
The statistics might be used for a quick review of a current situation in your company.
In order to see the Open deals statistics, go to the Statistics tab and choose Open deals tab from the left side menu.
Filtering
At the top of the page, you have the option to filter the data by Owner, Deal added date, Process, Products, Acquisition Sources and you can choose whether to include the number of deals, value or number of product amount. You can also filter the data using the saved filters from the lists.
Sorting
In this tab, you’ll find four basic methods of sorting open deals, including:
Stage – a representation of all open deals in a specific stage in the sales process.
Product – a representation of the products in all open deals.
Owner – a representation of all the owners of open deals.
Source – sources from which particular deals were acquired.
You can change views by clicking on the headers above the chart.
At the bottom of the page, you’ll find a summary of all of your deals and their values displayed on the chart.
Redirection
Clicking on a label, you will be redirected to the list that presents the data shown on the chart.
Note: redirections do not take into account saved list filters.
Table view
If you’re interested in a table view, click on a table icon in the top right corner.
The Table view allows you to see the information from the chart in the more classic way. You can filter the information as you wish, similarly to the chart view.
You can save the data from this view to an Excel file, by clicking on download an XLS file feature at the top of the table.
Good to know:
Access to other people’s statistics depends on your level of permissions. If you don’t have a Manager or Administrator status, you’ll only see your statistics.
The tab concerns only Open deals, if your deal has already been won, lost or is no longer valid it won’t appear in this tab.
The time period used for data filtering concerns the date of adding the deal. It is not connected to product date in a deal.
Choosing a very far date in this view you might not see the statistics, that means that all the deals are already closed.
If you can’t see the data, make sure your open deals fit with the filters in this tab.