Every report here reads the records the team works in. There is no separate reporting store that drifts from the pipeline, and a number on a dashboard drills to the deals, activities or approval steps behind it. Amounts are shown in the reporting currency at the corporate rate, or in the quota currency at the period rate where the report is measured against quota.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Open | 30 | ||
| Pending close | 6 | 20% | |
| Won | 2 | 33% | |
| Lost | 1 | 50% |
Sample totals per stage
Open amount and count at each stage, weighted and unweighted, by owner and territory, with the change since last week and the deals whose close date slipped between the two weekly snapshots. The first screen of every pipeline review.
New opportunities and amount added per week by owner, source, campaign, partner and type. The question a sales leader asks before the coverage question.
Closed, commit and best case against quota per rep, with open pipeline as coverage of the quota remaining, rolled up through managers to regions, with the manager’s adjustment shown apart from the rep’s number.
Days at each stage and total cycle length by deal size band and type, from stage history. Shows where deals stall and how long a commit really takes to close.
Won and lost deals for a period by loss reason, competitor, source, campaign, size band and industry, including lost renewals by churn reason.
Calls, meetings, emails and demos per rep per week, and the open deals and accounts with no touch in the last thirty days.
Accounts, contacts, open pipeline and closed revenue by territory and sub-territory, with unowned accounts flagged, and the before and after of a modelled realignment.
Leads by source, channel and campaign through working, qualified, accepted and converted, with time to first touch and time to convert.
Blended discount by rep, product family and deal size, with the approval steps requested, how each was decided, and the quotes that expired unanswered.
Contracts by notice deadline month with owner, annual value, renewal risk and the status of the renewal deal, the at-risk value by quarter, and the value not renewed with its churn reason.
Start free, then use Proto to change fields, steps and approvals before your team goes live.