> For the complete documentation index, see [llms.txt](https://gradeapp.gitbook.io/gradeapp/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://gradeapp.gitbook.io/gradeapp/platform-overview/sales/deal-report.md).

# Deal Report

The **Deal Report** section provides a detailed overview of sales activities and outcomes over a specified time period. Key features include:

* **Duration Selection:** Users can set a date range to analyze deals, enabling focused evaluations of sales performance.
* **Agent Overview:** The report highlights individual agents, presenting their performance metrics related to deals.
* **Performance Metrics:** Key performance indicators include total deals, won deals, lost deals, total amount, converted amount, total follow-ups, and pending follow-ups, giving a comprehensive view of each agent’s sales activities.
* **Deal Outcomes:** Clear distinctions are made between won and lost deals, facilitating analysis of conversion rates and identifying areas for improvement.
* **Financial Insights:** The report displays total deal amounts and converted amounts, providing insights into revenue generation and forecasting potential income.
* **Follow-Up Tracking:** Users can track the number of follow-ups made by each agent, helping to assess engagement with leads and the effectiveness of follow-up strategies.
* **Data Presentation:** Information is organized in a structured table format for easy reading and analysis, allowing users to quickly gauge performance at a glance.

This report is essential for monitoring sales effectiveness, evaluating agent performance, and informing strategic decisions related to sales processes and resource allocation.
