Deals Analytics measure the survival rate of each Deal in every phrase. The analytics shown allow sales managers to better understand the Deals reps are working at a glance.
To access the Deals Analytics, go to the Deals Product Tabs in the top navigation. Then, select the Analytics tab.
The Deals Analytics are broken down into two types of data visualization:
- Percent: Shows the Conversion Rate by Stage graph.
- Count: Shows the Survival Rate by Stage graph.
In this article, you will learn about the components of the Deals Analytics, including:
Deals Analytics Filters
Your team can keep track of where Deals currently stand by using specific filters. Deals Analytics can be filtered with the following options:
- Opportunity Type: Based on the types pulled from Salesforce.
- Close Date:
- This Week
- This Month
- This Calendar Quarter
- Last Week
- Last Month
- Last Calendar Quarter
Conversation Rate by Stage
The Conversion Rate by Stage graph appears when you select the Percent Analytics.
This graph shows a breakdown of the percentage of Deals (based on your filter) that fall into each stage. The top number lets you know how many Deals are being represented in the graph based on your filters.
Hover over a stage to see the percentage of Deals in that stage alone.
Things to Note: Overall conversion rates include Deals closed in inactive stages.
Survival Rate by Stage
When you select Count, the graph will change slightly, showing you the number of Deals surviving.
This graph shows the number of Deals (based on your filter) that fall into each stage. The top number lets you know how many Deals are being represented in the graph based on your filters.
Hover over a stage to see the number of Deals in an individual stage.
Conversion Rate Details
Underneath the graph, you'll see the Conversion Rate Details. The categories used reflect the most critical aspects of closing a Deal.
The chart changes slightly based on whether the graph is showing Percent or Count. The Percent chart will show percentages in the details, while Count will reflect the actual numbers.
Each chart contains overall and individual rep numbers. The columns are broken down into percentage/number of Deals at each Opportunity stage.
The Percent chart will also show the Target row. You can enter a percentage in the Target row to compare them with your overall numbers.