Deals Reports & Follow-up
With our Sales team reports, you will have insights, a visual overview of your sales divided into different categories, split by-products, salesperson, source, and region. These filters help you to measure your team’s performance For future decisions.
Note: Deals Reports Menu is only accessible in Sales plans.
Sales team report gives you a visual overview of your sales divided into different categories, split by-products, salesperson, source, and region. These filters help you to measure your team’s performance For future decisions.
Sales By Source Report:
Understand where most of your deals are coming from, and improve your sales processes accordingly.
Go to Deals Reports> Sales By Source: It plots the percentages based on the info you supplied when you added a deal.
Sales By Source is divided by both Account User and also you can filter deals by their currencies from the Currency dropdown in the top of the page.
you can add more source by clicking on the ' +' sign indicated above.
You will be redirected to this page where you can add new sources from where you get your Deals or delete other sources.
Sales By Region Report:
Sales Regions are the places where you do business. Revamp CRM allows you to document the Sales Region of each Deal to better analyze sales data and create effective strategies.
Go to Opportunities > Sales By Region: It plots the percentages based on the info you supplied when you added a deal.
To Add Sales Region:
- Click on the Gear Icon next to your profile picture at the top right of the page.
- On the left side, under Sales, choose Sales Region as highlighted in the GIF below
- +Add New
- Save
Here's another way to add Sales Region:
In the Add Deal pop-up, just click on Advanced, Add New button under Region name and define a new Sales Region name, then it is saved along with the created deal.
Sales By Product Report:
Revamp CRM helps you keep a product catalog which provides significant data for sales reporting and for future forecasts for your business.
To Add a Product
- Click on the Gear Icon next to your profile picture at the top right of the page.
- In the Settings page, choose Product as highlighted in the image below
- +Add New
- Save
Here's Another way to add product:
In the Add Deal pop-up, just click on Advanced, Add New button under product name and define a new product name, then it is saved along with the created deal.
Sales By User Report:
Make better decisions for your business, monitor your team's performance, compare and contrast and understand the strengths and weaknesses of the team as well as each individual member's contribution to Sales.
Deals Reports > Sales By User
Sales Funnel:
Go to Deals Reports > Sales Funnel
Use your Sales Funnel Report to track the progress of Deals as they move through your funnel in multiple pipelines, and identify the stages where you are winning and losing deals. This will help you to discover trends and patterns that can help improve your sales process.
You can filter through deals by currency from the currency drop down on the top of the page, or by quarters.
Each Funnel represents the number of deals in each Pipeline you have with the selected currency.
Deals List:
Lost Deals Report - Won Deals report:
Go to Deals Reports > id="r">Deals List
This views all Deals in a List View compiling all information. In the list view, you get to export your Deals and view Deal’s probability and forecast sale.
You get to filter your List view to show:
- All Deals
- In Progress Deals
- Won Deals
- Lost Deals
You can then export deals into Excel or CSV sheets.
