This Performance Dashboard widget shows you the number of new deals within a timeframe as either deal volume (for example, 20 deals in April) or as deal value (for example, those 20 deals with a value of $234,000). The New Deals report shows you more detail and allows you to adjust the time frame and apply filters to customize the view of your new deals.
New deals are those that were added within a specified timeframe.
To view the New Deals widget and report
- Select the Dashboard page.
- Select the My Dashboard tab.
- If the New Deals widget is not already visible on the dashboard, you can add it by clicking +Widget. Click the New Deals widget and it is added to your dashboard.
- The widget displays a summary of the new deals report. To view the New Deals report, click the widget.
You can set the timeframe (This Month, Last Month, Yesterday, etc.) and group the data by criteria such as deal owner and deal source. Here’s an example of using the Group by option to customize the view of your data:
You can display the data by deal volume or deal value.
As with other reports in Sell, you can apply filters to the New Deals report. This also includes custom fields that you added to deals in your Sell account.
If you want to save the customized view of the data you created, click the Save button. A summary view of the data is also shown on the widget.