The Active Deals widget shows you a summary of your active deals (those deals that are not set to Won, Lost, or Unqualified). Clicking into the Active Deals report provides you with many options for customizing your view of this data. For example, you might want to view this data by deal source, pipeline, or deal owner. You can also view this data by deal volume or deal value and apply filters and modify the timeframe.
To view the Active Deals widget and report
- Select the Dashboard page.
- Select the My Dashboard tab.
- If the Active Deals widget is not already visible on the dashboard, you can add it by clicking +Widget. Click the Active Deals widget and it is added to your dashboard.
- The widget displays a summary of the Active Deals report. What you see as a summary in the widget is based on how you’ve grouped and filtered the data in the report. To view the Active 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 Active Deals report. This also includes custom fields that you added to deals in your Sell account and set as filterable.
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.