Using Sell reports

What's my plan? In Sell, you have many options for analyzing your sales pipeline and performance. This includes all...

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What's my plan? You can set up goal tracking to monitor the performance of teams, team members, and gr...

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What's my plan? You can track sales performance by deal owners using the Sales by Owner report. To view the Sales b...

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What's my plan? The Stage Conversion by Owner report is included in the Advanced Sales Insights re...

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What's my plan? You can use the Loss Reasons by Owner report to review how many lost deals each team me...

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What's my plan? The Forecasted Sales by Source report shows you the sources of your forecasted sales wi...

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What's my plan? The Stage Distribution report shows you at what pipeline stage your active deals are in. This gives y...

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What's my plan? In the Elite version of Sell, you can use the Loss Reasons by Source report to view deal loss reasons...

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What's my plan? The Forecasted Sales report provides a comparison of your sales forecast to your actual ...

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What's my plan? You can use the Deal Source Performance report to see how well your team members, teams, ...

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What's my plan? The Deal Loss Reasons report provides you with a quick view of the lost deals that were assigned a lo...

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What's my plan? The Deal Sources report shows you the sources of your deals within a given time period. For example, ...

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What's my plan? The Sales by Customer report shows you your sales by customer within a given time period. To view the...

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What's my plan? The Funnel report helps you to analyse lead and deal progression through the sales pipeline, so you...

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What's my plan? The Total Sales report is a comprehensive overview of your total sales segmented by owner, source, c...

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What's my plan? The two Stage Duration reports provide you with greater insight into how quickly and ef...

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