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Creating your progress report
Viewing your progress report
Customizing your progress report

Insights reports: deal progress

Jenny Takahara, February 9, 2024
Note: The number of Insights reports you can have depends on which plan you‘re on. You can learn more about usage limits in this article.

The Insights deal progress report lets you see the movement of your deals through stages in a specified time frame, to show how well your deals have been progressing through your sales cycle.

Creating your progress report

To create a deal progress report, go to Insights then click ”+“ > Deal > Progress.

Viewing your progress report

Note: Progress reports use the most recent updates to deal stages, meaning if a deal is moved from Stage 2 back to Stage 1, the deal is represented in Stage 1.

The progress report by default shows the following filters:

  • Date of entering stage > is > this year
  • Pipeline > is > [your default pipeline]

You can always adjust or add filters according to the data you want to see, but the date of entering stage condition is locked in since it‘s needed to assess deal progress.

How is deal progress measured?

Note: Winning a deal doesn’t affect deal progress results in the stages that were skipped.

If you measure by the number of deals, you’ll see the number of deals that have entered each stage in the timeframe selected.

Hovering over each column will show the breakdown of the field you have chosen to segment by.

Note: The entered stage deal count also includes deals that have skipped that stage while moving on to a future stage. For example, if a deal has moved from stage two directly to stage five in the time frame selected, it will show as having entered stages three, four and five.

Customizing your progress report

Insights reports offer three metrics you can use to display your data in charts: measure by, view by and segment by.

Measure by (Y-axis)

You can choose the field you want to measure your deals by on the left-hand side of the chart.

  • Deal value
  • Deal weighted value
  • Number of deals
  • Any numerical or monetary custom fields

View by (X-axis)

The view by tab lets you group your data by a specific field, including default, date and specific custom field types:

  • User
  • Date
  • Single option
  • Multiple option
  • Organization
  • Person

Segment by

Note: If you choose to view by stage entered, no segment is applied.

This tab is locked into stage entered to show the breakdown by stage.

Once you’ve finished creating your activity report, you can add it to your dashboard or share it with your team.

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