How do I report on signed contracts? How can I understand the outcomes of my deals? Where can I see a list of signed contracts?
Track the success of your opportunities in Sell using native reporting options or customize your own reports.
The two native reports that are helpful in understanding the reason for losing a deal are the Loss Reason by Owner report and the Deal Loss Reasons report. The two native reports, the Funnel report and the Stage Distribution report, help you track how opportunities are progressing towards a signed contract and where a deal may be blocked.
Lastly, customize and build your own Deal smart list reports. Add columns of your custom fields to understand if deals are progressing. See the following examples:
- Sell Smart list recipe: Deals: Deals closing this month
- Sell Smart list recipe: Deals: My deal pipeline
- Sell Smart list recipe: Deals: Viewing stagnant deals
A list of all available reporting options is included in these articles: