This page breaks down your closed opportunities. See how many closed won vs. lost opportunities each user has. See how each opportunity source is performing and which are leading to closed won opportunities compared to closed lost. Is one source performing better than another? Determine what is working and where improvement could be needed to help your team win more opportunities.
The data is defaulted to display opportunities closed within the current month. The Opportunity Details table at the bottom highlights key opportunity information and is exportable via .CSV Excel file. Filters included are:
- Close Date – See closed opportunities within a defined time frame
- Owner – See closed opportunities for one or multiple users
