📈 Sales

A consolidated report that monitors sales activities, opportunity status, conversion rates, revenue trends, etc., to evaluate team performance and forecast growth.

To access it:
➡️ Go to Analytics → Reports → Sales from the left-hand menu.

info

• By default, reports are displayed with a date range of one year back from today.

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🧰 Filters

📅 Date Range Filter

Date Range Filter – Selects a specific time period for analysis.

🎛️ Respective Filters

Respective Filters – Filters data by Country, Company and Users.

tip

• User filters are dependent on the Country and Company filters (i.e., if you select a country, it will show only the users of that country, and if you select a company, it will show only the users of that company in the user dropdown).
• The Country or Company filter alone will not provide any results.
• The Users filter alone will provide results based on the selected users.

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📊 Overview

🚀 Sales Performance Overview

Provides a comprehensive summary of key sales activities and overall team performance.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform Search in table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

Sales Performance Overview Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform Search in table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Metric	Description
Total Records	Total number of opportunity records in the system.
Total Pipeline Value	Combined value of all open opportunities in the sales pipeline.
Closed Won QTD	Total revenue from deals successfully closed in the current quarter.
Win Rate	Percentage of won deals compared to total closed opportunities.
Avg Opportunity Size	Average value of each opportunity in the pipeline.
Avg Sales Cycle Days	Average time taken to close a deal from creation to completion.
Opportunities Created	Total number of new opportunities created within a specific period.
Opportunities Closed	Total number of opportunities closed (won or lost).
Forecast Accuracy	Measure of how closely sales forecasts match actual results.

Sales Performance Overview Table View

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⚖️ Win Ratio Overview

Analyzes the success rate of closing deals to evaluate sales effectiveness and strategy.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Win Ratio Overview Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform Search in table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Opportunity Owner	User responsible for managing and closing the opportunity.
Stage	Current phase of the opportunity in the sales pipeline.
Opportunity Name	Unique name or title identifying the opportunity.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Amount	Expected revenue value of the opportunity.
Close Date	Expected or actual date when the opportunity will be closed.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Age	Number of days since the opportunity was created.
Created Date	Date when the opportunity record was created.
Win Ratio	Percentage of won opportunities compared to total opportunities.

Win Ratio Overview Table View

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💼 Executive Reports

💰 Revenue Overview

Displays total generated revenue and tracks high-level financial growth trends.

📊 Chart View

Click to see quick actions

• Can toggle between table view and chart view. - Can export/download the report. - Can filter by date range. - Can filter by country, company and users. - Toggle between line chart and bar chart. - Save the chart as an image. - Can restore the bar chart.

Revenue Overview Chart View

📋 Table View

Click to see quick actions

• Can toggle between table view and chart view. - Can export/download the report. - Can perform search in the table. - Can filter by date range. - Can filter by country, company and users.

🧾 Columns included in the table view

Field Name	Description
Opportunity Owner	User responsible for managing and closing the opportunity.
Close Quarter	The quarter (e.g., Q1, Q2) in which the opportunity is expected to close.
Q1 FY 2026	First Quarter of Fiscal Year 2026
Total	Total value or count of opportunities, depending on the report context.

Revenue Overview Table View

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📈 Win Ratio Summary

Summarizes overall win rate percentages to gauge opportunity conversion success.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

Win Ratio Summary Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Opportunity Owner	User responsible for managing and closing the opportunity.
Stage	Current phase of the opportunity in the sales pipeline.
Opportunity Name	Unique name or title identifying the opportunity.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Amount	Expected revenue value of the opportunity.
Close Date	Expected or actual date when the opportunity will be closed.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Age	Number of days since the opportunity was created.
Created Date	Date when the opportunity record was created.
Win Ratio	Percentage of won opportunities compared to total opportunities.

Win Ratio Summary Table View

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🩺 Pipeline Health Snapshot

Offers a quick assessment of the sales pipeline's current state and overall health.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can filter the funnel by selecting or unselecting the color buttons. - Can restore the bar chart. - Save the chart as an image. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

Pipeline Health Snapshot Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Stage	Current phase of the opportunity in the sales pipeline.
Type	Category of the opportunity (e.g., New Business, Existing Customer).
Opportunity Name	Unique name or title identifying the opportunity.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Amount	Expected revenue value of the opportunity.
Close Date	Expected or actual date when the opportunity will be closed.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Fiscal Period	Financial period (month/quarter/year) associated with the opportunity.
Age	Number of days since the opportunity was created.
Created Date	Date when the opportunity record was created.
Opportunity Owner	User responsible for managing and closing the opportunity.
Account Name	Name of the associated customer or business account.

Pipeline Health Snapshot Table View

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📏 Average Deal Size Trend

Tracks the historical changes in average deal value to identify shifting market patterns.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

Average Deal Size Trend Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Opportunity Owner	User responsible for managing and closing the opportunity.
Close Month	Month in which the opportunity is expected to close.
May 2026	Represents opportunities scheduled to close in May 2026.
Total	Total value of opportunities for the selected period.

Average Deal Size Trend Table View

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📉 Close Lost Opportunities

Evaluates lost deals to uncover trends and identify areas for strategic improvement.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

Close Lost Opportunities Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Opportunity Owner	User responsible for managing and closing the opportunity.
Close Quarter	Quarter in which the opportunity is expected to close.
Q1 FY 2026	Represents opportunities scheduled to close in the first quarter of fiscal year 2026.
Total	Total value or count of opportunities for the selected quarter.

Close Lost Opportunities Table View

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🤝 Won Opportunities By Account

Highlights opportunities assigned directly to individual owners across respective accounts.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Won Opportunities By Account Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Account Name	Name of the account associated with the opportunity.
Opportunity Owner	User responsible for managing and closing the opportunity.
Close Month	Month in which the opportunity is expected to close.
January 2026	Represents opportunities scheduled to close in January 2026.
Total	Total value or count of opportunities for the selected month.

Won Opportunities By Account Table View

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📂 Open Opportunities By Account

Summarizes the distribution of active, ongoing opportunities organized by specific accounts.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Open Opportunities By Account Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Account Name	Name of the account associated with the opportunity.
Opportunity Owner	User responsible for managing and closing the opportunity.
Close Month	Month in which the opportunity is expected to close.
January 2026	Represents opportunities scheduled to close in January 2026.
Total	Total value or count of opportunities for the selected month.

Open Opportunities By Account Table View

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🔀 Pipeline Reports

⏳ Open Opportunities In Q

Monitors all active opportunities expected to close within the current business quarter.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Open Opportunity In Q Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Stage	Current phase of the opportunity in the sales pipeline.
Type	Category of the opportunity (e.g., New Business, Existing Customer).
Opportunity Name	Unique name or title identifying the opportunity.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Amount	Expected revenue value of the opportunity.
Close Date	Expected or actual date when the opportunity will be closed.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Fiscal Period	Financial period (month/quarter/year) associated with the opportunity.
Age	Number of days since the opportunity was created.
Created Date	Date when the opportunity record was created.
Opportunity Owner	User responsible for managing and closing the opportunity.
Account Name	Name of the associated customer or business account.

Open Opportunity In Q Table View

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💵 Pipeline Value In Q

Calculates the projected financial value of all opportunities forecasted for this quarter.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can filter the funnel by selecting or unselecting the color buttons. - Can restore the bar chart. - Save the chart as an image. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

Pipeline Value In Q Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Stage	Current phase of the opportunity in the sales pipeline.
Type	Category of the opportunity (e.g., New Business, Existing Customer).
Opportunity Name	Unique name or title identifying the opportunity.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Amount	Expected revenue value of the opportunity.
Close Date	Expected or actual date when the opportunity will be closed.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Fiscal Period	Financial period (month/quarter/year) associated with the opportunity.
Age	Number of days since the opportunity was created.
Created Date	Date when the opportunity record was created.
Opportunity Owner	User responsible for managing and closing the opportunity.
Account Name	Name of the associated customer or business account.

Pipeline Value In Q Table View

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🛑 Stuck Opportunities Report

Identifies opportunities that have remained stagnant in the pipeline for an extended period.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Stuck Opportunities Report Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Opportunity Owner	User responsible for managing and closing the opportunity.
Stage	Current phase of the opportunity in the sales pipeline.
Close Month	Month in which the opportunity is expected to close.
January 2026	Represents opportunities scheduled to close in January 2026.
Total	Total value or count of opportunities for the selected month.

Stuck Opportunities Report Table View

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⚠️ Risk Reports

👻 Accounts With No Activity

Highlights assigned accounts that lack recent interactions or engagement from the sales team.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Filter the chart by selecting and unselecting the color buttons. - Can Export/Download the report.
• Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Accounts With No Activity Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform the search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Country	Geographic location of the accounts.
Total Target Accounts	Total number of accounts targeted for engagement.
Accounts Engaged	Number of accounts with at least one interaction or engagement.
Accounts with Activity (%)	Percentage of accounts that have recorded activity.
Accounts with No Activity	Number of accounts with no recorded interactions.
No Activity (%)	Percentage of accounts without any activity.
Last Activity (Avg Days)	Average number of days since the last recorded activity across accounts.

Accounts With No Activity Table View

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⏰ Leads w/o Activity >48 Hours

Flags active leads that have not received any follow-up or activity in over 48 hours.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Leads w/o Activity >48 Hours Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Perform the search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Lead Owner	User responsible for managing the lead.
First Name	Lead’s given name.
Last Name	Lead’s family or surname.
Title	Job title or designation of the lead.
Company/Account	Organization or business associated with the lead.
Stage	Current status of the lead in the lifecycle (e.g., New, Qualified).
Street	Street address of the lead.
Email	Primary email address for communication with the lead.

Leads w/o Activity >48 Hours Table View

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🏆 Closed Won Reports

📅 Closed Won By Quarter

Breaks down successful deal conversions on a quarterly basis to track seasonal performance.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Closed Won By Quarter Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Type	Category of the opportunity (e.g., New Business, Existing Customer).
Fiscal Period	Financial period (month/quarter/year) associated with the opportunity.
Account Name	Name of the customer or business linked to the opportunity.
Opportunity Name	Unique name or title identifying the opportunity.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Amount	Expected revenue value of the opportunity.
Close Date	Expected or actual date when the opportunity will be closed.
Stage	Current phase of the opportunity in the sales pipeline.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Age	Number of days since the opportunity was created.
Created Date	Date when the opportunity record was created.
Opportunity Owner	User responsible for managing and closing the opportunity.

Closed Won By Quarter Table View

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👤 Closed Won By Owner

Details the volume and value of successfully closed deals attributed to each sales representative.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Filter the chart by selecting and unselecting the color buttons. - Can Export/Download the report.
• Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Closed Won By Owner Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform the search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Fiscal Period	Financial period (month/quarter/year) associated with the opportunity.
Opportunity Owner	User responsible for managing and closing the opportunity.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Opportunity Name	Unique name or title identifying the opportunity.
Amount	Expected revenue value of the opportunity.
Closed Date	Actual date when the opportunity was successfully closed.
Stage	Current phase of the opportunity in the sales pipeline.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Age	Number of days since the opportunity was created.
Created Date	Date when the opportunity record was created.
Account Name	Name of the customer or business linked to the opportunity.

Closed Won By Owner Table View

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🏷️ Closed Won By Type

Categorizes finalized sales by opportunity or customer type to identify key revenue drivers.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Closed Won By Type Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform the search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Type	Category of the opportunity (e.g., New Business, Existing Customer).
Fiscal Period	Financial period (month/quarter/year) associated with the opportunity.
Account Name	Name of the customer or business linked to the opportunity.
Opportunity Name	Unique name or title identifying the opportunity.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Amount	Expected revenue value of the opportunity.
Close Date	Expected or actual date when the opportunity will be closed.
Stage	Current phase of the opportunity in the sales pipeline.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Age	Number of days since the opportunity was created.
Created Date	Date when the opportunity record was created.
Opportunity Owner	User responsible for managing and closing the opportunity.

Closed Won By Type Table View

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❌ Loss Analysis

🔍 Closed Lost By Reason

Details the primary factors contributing to lost deals to inform training and product adjustments.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Filter the chart by selecting and unselecting the color buttons. - Can Export/Download the report.
• Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Close Lost By Reason Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform the search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Fiscal Period	Financial period (month/quarter/year) associated with the opportunity.
Closed Reason	Reason why the opportunity was closed (won or lost).
Opportunity Name	Unique name or title identifying the opportunity.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Amount	Expected or actual revenue value of the opportunity.
Close Date	Expected or actual date when the opportunity will be closed.
Stage	Current phase of the opportunity in the sales pipeline.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Age	Number of days since the opportunity was created.
Created Date	Date when the opportunity record was created.
Opportunity Owner	User responsible for managing and closing the opportunity.

Close Lost By Reason Table View

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⏱️ Performance Metrics

📏 Average Deal Size

Measures the standard value of closed deals to establish benchmarks for revenue expectations.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Average Deal Size Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Opportunity Owner	User responsible for managing and closing the opportunity.
Close Month	Month in which the opportunity is expected to close.
January 2026	Represents opportunities scheduled to close in January 2026.
Total	Total value or count of opportunities for the selected month.

Average Deal Size Table View

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🗓️ Average Days To Close

Calculates the typical time required to convert an opportunity from creation to a successful close.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Average Days To Close Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform the search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Opportunity Owner	User responsible for managing and closing the opportunity.
Close Month	Month in which the opportunity is expected to close.
January 2026	Represents opportunities scheduled to close in January 2026.
Total	Total value or count of opportunities for the selected month.

Average Days To Close Table View

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🏅 Win Ratio Current FY

Showcases the overall win rate for the current financial year to evaluate annualized performance.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Win Ratio Current FY Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform the search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Opportunity Owner	User responsible for managing and closing the opportunity.
Stage	Current phase of the opportunity in the sales pipeline.
Opportunity Name	Unique name or title identifying the opportunity.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Amount	Expected or actual revenue value of the opportunity.
Closed Date	Actual date when the opportunity was closed.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Age	Number of days since the opportunity was created.
Created Date	Date when the opportunity record was created.
Win Ratio	Percentage of won opportunities compared to total opportunities.

Win Ratio Current FY Table View

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🎯 Probability >= 70% Opportunities

Focuses on high-confidence opportunities that have a 70% or greater likelihood of closing successfully.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Filter the pie chart by selecting and unselecting the color buttons. - Can restore the bar chart. - Save the chart as an image. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

Probability >= 70% Opportunities Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Opportunity Stage	Current phase of the opportunity in the sales pipeline.
Close Quarter	Quarter in which the opportunity is expected to close.
Q1 FY 2026	Represents opportunities scheduled to close in the first quarter of FY 2026.
Total	Total value or count of opportunities for the selected quarter.

Probability >= 70% Opportunities Table View

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👔 Sales Manager Performance

👏 Closed Won By Rep

Spotlights individual rep success by highlighting the total number of deals they have won.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Closed Won By Rep Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Opportunity Owner	User responsible for managing and closing the opportunity.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Fiscal Period	Financial period (month/quarter/year) associated with the opportunity.
Q1 2026	Represents opportunities within the first quarter of the year 2026.
Total	Total value or count of opportunities for the selected fiscal period.

Closed Won By Rep Table View

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🌟 New Opportunities Leaderboard

Ranks sales representatives based on the volume of new opportunities they have successfully generated.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Filter the chart by selecting and unselecting the color buttons. - Can Export/Download the report.
• Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

New Opportunities Leaderboard Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Perform the search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Close Month	Month in which the opportunity is expected to close.
Opportunity Owner	User responsible for managing and closing the opportunity.
Stage	Current phase of the opportunity in the sales pipeline.
Account Name	Name of the customer or business linked to the opportunity.
Opportunity Name	Unique name or title identifying the opportunity.
Fiscal Period	Financial period (month/quarter/year) associated with the opportunity.
Amount	Expected revenue value of the opportunity.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Age	Number of days since the opportunity was created.
Close Date	Expected or actual date when the opportunity will be closed.
Created Date	Date when the opportunity record was created.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Type	Category of the opportunity (e.g., New Business, Existing Customer).

New Opportunities Leaderboard Table View

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🏃‍♂️ Activities Leaderboard

Ranks team members by the total number of logged sales activities and active engagements.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Activities Leaderboard Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Opportunity Owner	User responsible for managing and owning the opportunity.
Assigned	Indicates when or to whom the opportunity was assigned.
Created Date	Date when the opportunity record was created.
January 2026	Represents opportunities created or assigned in January 2026.
Total	Total value or count of opportunities for the selected period.

Activities Leaderboard Table View

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💵 Revenue By Rep

Displays the total financial contribution generated by individual sales representatives.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Revenue By Rep Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Account Name	Name of the customer or business linked to the opportunity.
Opportunity Owner	User responsible for managing and closing the opportunity.
Opportunity Name	Unique name or title identifying the opportunity.
Stage	Current phase of the opportunity in the sales pipeline.
Fiscal Period	Financial period (month/quarter/year) associated with the opportunity.
Amount	Expected revenue value of the opportunity.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Age	Number of days since the opportunity was created.
Close Date	Expected or actual date when the opportunity will be closed.
Created Date	Date when the opportunity record was created.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Type	Category of the opportunity (e.g., New Business, Existing Customer).

Revenue By Rep Table View

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🧑‍💻 Sales Rep Workspace

📂 My Open Opportunities

Provides a personalized view of all active opportunities currently assigned to the user.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

My Open Opportunities Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Close Month	Month in which the opportunity is expected to close.
Opportunity Owner	User responsible for managing and closing the opportunity.
Account Name	Name of the customer or business linked to the opportunity.
Opportunity Name	Unique name or title identifying the opportunity.
Fiscal Period	Financial period (month/quarter/year) associated with the opportunity.
Amount	Expected revenue value of the opportunity.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Age	Number of days since the opportunity was created.
Close Date	Expected or actual date when the opportunity will be closed.
Created Date	Date when the opportunity record was created.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Type	Category of the opportunity (e.g., New Business, Existing Customer).

My Open Opportunities Table View

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🗓️ My Closed Won MTD

Summarizes the user's successful deal closures from the beginning of the current month to date.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Save the Chart as an image. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

My Closed Won MTD Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Close Month	Month in which the opportunity is expected to close.
Opportunity Owner	User responsible for managing and closing the opportunity.
Account Name	Name of the customer or business linked to the opportunity.
Opportunity Name	Unique name or title identifying the opportunity.
Fiscal Period	Financial period (month/quarter/year) associated with the opportunity.
Amount	Expected revenue value of the opportunity.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Age	Number of days since the opportunity was created.
Close Date	Expected or actual date when the opportunity will be closed.
Created Date	Date when the opportunity record was created.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Type	Category of the opportunity (e.g., New Business, Existing Customer).

My Closed Won MTD Table View

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📅 My Closed Won QTD

Summarizes the user's successful deal closures from the beginning of the current quarter to date.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Save the Chart as an image. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

My Closed Won QTD Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Type	Category of the opportunity (e.g., New Business, Existing Customer).
Fiscal Period	Financial period (month/quarter/year) associated with the opportunity.
Account Name	Name of the customer or business linked to the opportunity.
Opportunity Name	Unique name or title identifying the opportunity.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Amount	Expected revenue value of the opportunity.
Close Date	Expected or actual date when the opportunity will be closed.
Stage	Current phase of the opportunity in the sales pipeline.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Age	Number of days since the opportunity was created.
Created Date	Date when the opportunity record was created.
Opportunity Owner	User responsible for managing and closing the opportunity.

My Closed Won QTD Table View

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🛑 My Stuck Opportunities

Alerts the user to their own opportunities that have stalled and require immediate attention.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

My Stuck Opportunities Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Opportunity Owner	User responsible for managing and closing the opportunity.
Stage	Current phase of the opportunity in the sales pipeline.
Close Month	Month in which the opportunity is expected to close.
January 2026	Represents opportunities scheduled to close in January 2026.
Total	Total value or count of opportunities for the selected month.

My Stuck Opportunities Table View

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⭐ My Top Accounts

Highlights the user's most valuable and high-priority accounts based on deal size or status.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

My Top Accounts Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Account Name	Name of the customer or business linked to the opportunity.
Opportunity Owner	User responsible for managing and closing the opportunity.
Opportunity Name	Unique name or title identifying the opportunity.
Stage	Current phase of the opportunity in the sales pipeline.
Fiscal Period	Financial period (month/quarter/year) associated with the opportunity.
Amount	Expected revenue value of the opportunity.
Probability	Likelihood (in %) of the opportunity being successfully closed.
Age	Number of days since the opportunity was created.
Close Date	Expected or actual date when the opportunity will be closed.
Created Date	Date when the opportunity record was created.
Lead Source	Origin from which the opportunity was generated (e.g., Web, Referral).
Type	Category of the opportunity (e.g., New Business, Existing Customer).

My Top Accounts Table View

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

🦈 Shark Tank Dashboard Reports

🤝 Performance By Partner: Shark Tank

Evaluates collaborative sales performance metrics specific to the Shark Tank routing structure.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Filter the chart by selecting and unselecting the color buttons. - Can Export/Download the report.
• Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Performance By Partner: Shark Tank Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Partner Name	Name of the partner associated with opportunities or records.
Records	Total number of records linked to the partner.
Assigned	Number of records assigned to the partner.
In Progress	Number of records currently being worked on by the partner.
Opportunity	Total number of opportunities generated by the partner.
Conversion Rate	Percentage of opportunities converted into successful deals by the partner.

Performance By Partner: Shark Tank Table View

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🌐 Total Across All Partners: Shark Tank

Aggregates performance data collectively across all partners within the Shark Tank model.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can filter the funnel by selecting or unselecting the color buttons. - Can restore the bar chart. - Save the chart as an image. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

Total Across All Partners: Shark Tank Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Records	Total number of records linked to the partner.
Assigned	Number of records assigned to the partner.
In Progress	Number of records currently being worked on by the partner.
Opportunity	Total number of opportunities generated by the partner.
Conversion Rate	Percentage of opportunities converted into successful deals by the partner.

Total Across All Partners: Shark Tank Table View

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🔄 Round Robin Dashboard Reports

🤝 Performance By Partner: Round Robin

Appraises partner performance levels managed under the Round Robin distribution system.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Filter the chart by selecting and unselecting the color buttons. - Can Export/Download the report.
• Can Filter by Date Range. - Can Filter by Country, Company and Users. - Toggle between Line chart and Bar chart. - Save the Chart as an image. - Can Restore the bar chart.

Performance By Partner: Round Robin Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Partner Name	Name of the partner receiving records through round robin distribution.
Records	Total number of records distributed to the partner.
Assigned	Number of records assigned to the partner via round robin.
In Progress	Number of records currently being worked on by the partner.
Opportunity	Total number of opportunities generated from assigned records.
Conversion Rate	Percentage of opportunities converted into successful deals by the partner.

Performance By Partner: Round Robin Table View

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🌐 Total Across All Partners: Round Robin

Summarizes comprehensive performance metrics of all partners within the Round Robin framework.

📊 Chart View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can filter the funnel by selecting or unselecting the color buttons. - Can restore the bar chart. - Save the chart as an image. - Can Export/Download the report. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

Total Across All Partners: Round Robin Chart View

📋 Table View

Click to see quick actions

• Can Toggle between Table view and Chart view. - Can Export/Download the report. - Can perform search in the table view. - Can Filter by Date Range. - Can Filter by Country, Company and Users.

🧾 Columns included in the table view

Field Name	Description
Records	Total number of records distributed to the partner.
Assigned	Number of records assigned to the partner via round robin.
In Progress	Number of records currently being worked on by the partner.
Opportunity	Total number of opportunities generated from assigned records.
Conversion Rate	Percentage of opportunities converted into successful deals by the partner.

Total Across All Partners: Round Robin Table View