PipelineDeals Help Center
PipelineDeals Reporting Getting Started Guide
Webinar - Introducing Sales Reporting and Forecasting (56:25)
Welcome to PipelineDeals Reporting! We are excited to share PipelineDeals’ new reporting features with you. With these tools, you should be able to quickly gain insights from your PipelineDeals data. Our goal is to empower you in making effective data-driven decisions in leading your team(s) to their maximum potential.
How is it designed?
We asked our customers for feedback on what would be the most impactful questions that they could ask of their data. They responded with these as their top five:
- How much revenue have we closed?
- Why are we losing deals?
- Where are our won deals coming from?
- Which types of deals are converting the best?
- What are we forecasted to close?
Within each question, PipelineDeals users expressed that they would like to analyze the data in three different ways. These methods include analyzing the data over time, comparing performance between deal owners and comparing performance between different types of deals. We’ve built a set of features to support all three. As a result, you can now reach conclusions that look like:
With PipelineDeals new reporting tools, you should be able to answer questions such as:
- Did Bob or Lisa win more deals last quarter?
- Did we close more revenue from closing Wheaties deals or Chex Mix deals this week?
- Did Jill lose more deals last month based on price or because of strong competition?
- Whose team is forecasted to close more revenue next month: Maria’s or John’s team?
How do I get started?
To access the reporting features, click the Reports tab from the main navigation in PipelineDeals (we suggest using Google Chrome for the best experience). Or click here:
This feature is designed for you to ask questions that range in complexity. To get used to the functionality, try starting with something simple. Here is a series of steps that you can follow:
Step 1: Click on ‘Revenue closed’ in the left-hand Reporting Menu. You should see: “Deals won in the last 30 days and owned by all users.”
Step 2: Change the time frame selector to ‘last quarter’. You should now see: “All deals won last quarter and owned by all users.”
Step 3: Change the ‘all users’ filter to your name. You should now see: “All deals won last quarter and owned by [your name].”
Step 4: Change the number/currency toggle to ‘#’. You should now see: “All deals won last quarter and owned by all users” - a line chart displaying deals won in terms of the number of deals won, not the amount of revenue closed.
Step 5: Select ‘Compare owners’ at the top of your screen. You should now see: “Comparing deals won Last quarter by owner: [names]” - a multi-line chart comparing the performance of all PipelineDeals users who closed at least one deal last quarter.
Congratulations! You have the basics down. Feel free to explore!