Provides a quick overview of all deals in the system, including total contacts, total deals, and closed deals (Won/Lost). You can track deal totals by creation date with status breakdown, and view a deal leaderboard to compare closed amounts by each sales representative.
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Summary Contacts & Deals
A quick snapshot that displays the total number of contacts and deals, including newly created contacts, to help you track growth instantly.
Summary Deals Closed
Displays the count of closed deals, including Closed Won deals and their total values, as well as Closed Lost deals and their lost values, giving you a clear view of performance outcomes.
Deal totals by create date with status breakdown
Shows all deals along with their Closed Won and Closed Lost status, with flexible filters that allow you to view performance over the last 90 days, or switch between daily, weekly, and monthly views to track deal trends over time.
Deal leaderboard – amount closed by rep
Ranks sales reps by the total amount of Closed Won deals, giving a clear view of top performers and overall sales contribution within the team.
If no deals exist:
If deals exist: Display the leaderboard with reps and their closed deal value
Also, A flexible filtering option allows you to display results based on pipeline stage, deal owner, or a custom date range, giving you more control and visibility over your deal data.
