My Report provides a personalized overview of the user’s performance and activities inside the system.
It helps track progress, monitor completed tasks, and review overall engagement across deals, contacts, activities, and pipelines.
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This section is divided into multiple subsections, each highlighting a different aspect of user performance:
Deals Overview
Displays deal performance, including closed won vs closed lost totals and values.
Useful for measuring conversion success and understanding deal outcomes.
Pipeline Progress
Visualizes deal distribution across pipeline stages like Lead, Qualified, Proposal, Negotiation, Closed Won, and Closed Lost.
Aids in identifying deal flow and where most deals currently stand.
Win/Loss Analysis
Illustrates the proportion of deals won versus lost to assess the success rate and identify opportunities for improvement.
Active Deals Table
Lists all currently active deals with key details such as stage, Value, and Last Activity, making it easy to track ongoing deals.
Recent Activities
Lists the latest interactions performed by the user, including deal updates, sent emails, scheduled calls, meetings, etc.
A quick way to review recent work history.
