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Using Sell reports


About reporting in Sell

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

Edited Jun 21, 2024

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Setting and tracking sales goals

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

Edited Jun 21, 2024

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Sales by Owner report

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

Edited Jun 21, 2024

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Stage Conversion by Owner report

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

Edited Jun 21, 2024

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Using the Performance Dashboard in Sell

What's my plan? The Sell Performance Dashboard provides you with a set of widgets that you can use to m...

Edited Jun 21, 2024

2 votes  ·  0 comments

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Deal Loss Reasons report

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

Edited Jun 21, 2024

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Deal Source Performance report

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

Edited Jun 21, 2024

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Forecasted Sales report

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

Edited Jun 21, 2024

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Loss Reasons by Source report

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

Edited Jun 21, 2024

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Forecasted Sales by Source report

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

Edited Jun 21, 2024

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Stage Distribution report

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

Edited Jun 21, 2024

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Loss Reasons by Owner report

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

Edited Jun 21, 2024

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Deal Sources report

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

Edited Jun 21, 2024

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Sales by Customer report

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

Edited Jun 21, 2024

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Understanding the Sell Funnel report

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

Edited Jul 02, 2024

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Understanding the Total Sales report

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

Edited Jun 21, 2024

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Stage Duration reports

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

Edited Jun 21, 2024

2 votes  ·  6 comments

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About activity reports

What's my plan? Four reports help you to track the activities that lead to deal outcomes. These include the Activit...

Edited Jun 21, 2024

1 vote  ·  17 comments

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Lead Status report

What's my plan? As described in Using the lead status label, you can track at what stage you consider a lead to be in...

Edited Jun 21, 2024

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Total Incoming Deals report

What's my plan? The Total Incoming Deals report shows you the deals that were created in a given time period. To view...

Edited Jun 21, 2024

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Understanding Time to First Action reports

What's my plan? You can access three advanced reports that provide you with greater insight into how q...

Edited Jun 21, 2024

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Viewing the Pipeline Development report

What's my plan? You can use the Pipeline Development report to quickly view your deals and what pipeline ...

Edited Jun 21, 2024

1 vote  ·  2 comments

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Rep Performance Dashboard report

What's my plan? The Rep Performance Dashboard report is included in the Advanced Sales In...

Edited Jun 21, 2024

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Revenue widget (Performance Dashboard)

What's my plan? The Performance Dashboard includes a revenue widget and report that shows you the total ...

Edited Jun 21, 2024

7 votes  ·  1 comment

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Forecast widget (Performance Dashboard)

What's my plan? The Performance Dashboard includes a forecast widget that shows you the sales forecast ...

Edited Jun 21, 2024

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New Deals widget (Performance Dashboard)

What's my plan? This Performance Dashboard widget shows you the number of new deals within a timeframe as ...

Edited Jun 21, 2024

3 votes  ·  3 comments

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Top Deals widget (Performance Dashboard)

What's my plan? The top deals Performance Dashboard widget provides two summary views into your top deals. The first ...

Edited Jun 21, 2024

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Revenue Goal Attainment widget (Performance Dashboard)

What's my plan? The Performance Dashboard widget and report provide a quick view into how well you’re ...

Edited Jun 21, 2024

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Pipeline Coverage widget (Performance Dashboard)

What's my plan? The Pipeline Coverage widget and report provide you with quick dashboard insight into w...

Edited Jun 21, 2024

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Active Deals widget (Performance Dashboard)

What's my plan? The Active Deals widget gives you a summary of your active deals (those deals that are ...

Edited Jun 21, 2024

3 votes  ·  0 comments

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