Track your team's sales performance, broken down by:
- Total Won
- Total Won Value
- Total Specified
- Total Lost
- Total Qualified Out
It also allows you to track individual team member activity, including:
- Total Won
- Won Value
- Closing Rate
- Average Won Value
- Total Quoted in Pipeline
- Total Quoted Value
To access Sales Insights, click the Insights (graph) icon on the left-hand toolbar.
Select Sales Insights.
Select the Sales Performance tab in the top left.
The default time period for these insights is over the last 7 days. To view sales performance over a different period of time, select the Last 7 Days dropdown.
You can view performance over the:
- Last 7 Days
- Last 14 Days
- Last 30 Days
- Last 60 Days
- Last 90 Days
- Last 180 Days
- Last 365 Days
- Custom date range
Export to Excel allows you to export the Details per User section.
If you can't see the individual user you are looking for, try searching for their name via the search bar.
You can also print these insights by clicking the Print Preview button in the top-right corner.