• Trust CRM
CRM
  • Dashboard
  • Clients
  • Deals
  • Activities
  • Reports
Workspace
  • Mail
  • Calendar
System
  • Settings
  • Changelog
UI
  • Feedback
  • Localization
  • Form
  • Sidebar form
Components
  • Actions
  • Tabs
  • Inputs
  • Pickers
  • Date & time

Reports

The quarter in review.

Closed won QTD
$1.66M
79% of the team quota
Win rate
32.5%
41 won · 85 lost
Average deal size
$40K
Across this quarter's wins
Average cycle
38 days
Created to won
Closed won by rep

Quarter to date against quota

Team $1.66M / $2.1M
CW
Claire Whitfield$412K · 92%
NO
Nadia Okonkwo$388K · 86%
OM
Owen Marsh$342K · 81%
PL
Petra Lindqvist$296K · 74%
SV
Simone Vasquez$221K · 58%

The tick on each bar is that rep's own quota.

Funnel conversion

Open deals still in each stage, and the conversion from the one before

Qualified46
Meeting set3167%
Proposal sent2271%
Negotiation1464%
Contracting857%

Bar length is the share against the top of the funnel; the percentage is the conversion from the previous stage.

Deals created and won

By month; this quarter is May–Jun–Jul

Won this quarter 41
Loss reasons

This quarter's losses, by primary cause

85 lost