Deal Owner Overview report

The Deal Owner Overview report is available on the following plans:

  • Plus
  • Professional
  • Enterprise

With the Deal Owner Overview report, you can view the performance of your sales team over time. This report will show all deals Created, marked as Won, and marked as Lost by you and your Deal Owners.

In this article, we will discuss:

How to access the Deal Owner Overview report

To access and view your Deal Owners report, follow these steps:

1. Click "Reports" located on the left navigation menu.

2. You will be directed to the Reports overview page. Click “Deals Report” to expand a list of Deal Report options.

3. A third level of navigation will appear. Click “Overview.”

The Deals overview page will load and display the Deal Owner Overview report.

The information will default to show the total number of deals that were created, won, and lost across all pipelines. It will also default to show all deal owners and display information within a 1-month date range. The currency shown is the currency you selected for your deals:

In addition, this report will display the following charts and table:

  • Number of Deals Over Time chart
  • Number of Deals by Value Bracket chart
  • Deal Owner Table

The information contained in this report is dependent on your sales team correctly marking a deal as won or lost. For more information on how to mark a deal as won or lost, see this help article.

How to filter the Deal Owner Overview report data

The filtering options located at the top of the Deal Owner Overview report provides a lot of flexibility with viewing the data contained in this report. 

You can filter the information by any one or a combination of the following:

  • All Pipelines
  • Specific Pipeline
  • All Deal Owners
  • Specific Deal Owners
  • Deal Status (Open, Won, Lost)
  • Currency
  • Date Range

Dates are displayed as Year/Month/Day. The end date selected in the range will include data up until the end of the previous day. For example, if we selected 2018/02/14 as the end date, it will include data up until the end of 2018/02/13.

To filter the information by any one or more of those conditions, click the dropdowns listed for each filter option, or click into the date field to create a new date range:

Once you apply a filter, the page will automatically return the requested information. Depending on the size of the data set, the dashboards may take a few moments to load.

Note: It is not possible to save custom views based on filters you have created.

How to read the Statistics dashboard

The Statistics Dashboard is located toward the top of your page under the report filters:

The dashboard will load values associated with Deals Created, Deals Won, and Deals Lost. These values displayed are dependent upon the filters selected.

You can also view the information on this dashboard by clicking any of the radio buttons located to the left of the Statistics dashboard:

  • Total number: Will display total number of deals created, won, and lost
  • Total $: Total value of the deals created, won, and lost
  • Avg $: Average value of the deals created, won, and lost

How to read the Deals Over Time chart

This chart shows you the number of deals over time for each of your Deal Owners. The Y-axis shows the number of deals and the X-axis will display each of your Deal Owners.

You can use the filters toward the top of the report to customize the data displayed in the chart.

You can also change the information displayed by clicking any one of these options located to the left of the chart:

  • Total #: Total number of Deals per Deal Owner for the pipeline and date range selected
  • Total $: Total amount of money each Deal Owner is responsible for in the pipeline and date range selected
  • % Count: Percentage of deals each Deal Owner is responsible for in for the pipeline and date range selected
  • % Value: Percentage of monetary value Deal Owner is responsible for the pipeline and date range selected

Each line in this chart will have its own color and is associated with a specific Deal Owner. You can hover your mouse over specific data points to view the month and value associated with the deals for that Deal Owner.

To hide a deal owner, click their name. To unhide a deal owner, click their name again:

How to read the Total Deals by Value Bracket chart

This chart shows you the number of deals within specific value ranges. The Y-axis shows the number of deals, and the X-axis shows deal value ranges.

You can use the filters toward the top of the report to customize the data displayed in the chart.

You can also change the information displayed in this chart by clicking any one of these options located to the left of the "Deals Over Time" chart:

  • Total #: Total number of Deals per Deal Owner for the pipeline and date range selected
  • Total $: Total amount of money each Deal Owner is responsible for in the pipeline and date range selected
  • % Count: Percentage of deals each Deal Owner is responsible for in for the pipeline and date range selected
  • % Value: Percentage of monetary value Deal Owner is responsible for the pipeline and date range selected

How to read the Deal Owner table

The Deal Owners table is located at the bottom of the Deal Owners Report page. It will display each Deal owner and statistics associated with them for the pipeline and date range selected in the filters above.

The Deal Owner table will display the following information for each Deal Owner:

  • Full name: Full Name of each Deal Owner
  • Deals won: Number of deals each Deal Owner marked as won
  • Total $ won: Total value of deals that each Deal Owner marked as Won
  • Avg $ won: Average value of deals each Deal Owner marked as Won
  • Avg Time to Won: Average time it took for each Deal Owner to mark a deal they created as Won
  • Won Ratio (Count): Ratio of count of (Won Deals / Closed Deals) owned by each Deal Owner
  • Won Ratio (Value): Ratio of total value of (Won Deals / Closed Deals) owned by each Deal Owner
  • Share of Won Deals: Ratio of count of (each Deal Owner’s Won Deals / all Deal Owners’ Won Deals)
  • Share of Won Value: Ratio of total value of (each Deal Owner’s Won Deals / all Deal Owners’ Won Deals)

This table can also be filtered by individual Deal Owner by clicking the "Owners" dropdown located at the top of the report page and then clicking the Deal Owner you wish to display.

To sort information in this table:

  1. Click any column header.
  2. Click the down caret to sort information in descending order.
  3. Click the up caret to sort information in ascending order.
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