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.