Editing Sales Performance report (section)

== Step-by-Step Instructions ==

Upon accessing the '''Sales Performance report''', follow these steps to utilize its features effectively:

1. **View Top-Level Metrics**: The report loads default metrics of your team's performance.
2. **Utilize Dropdown Filters**: At the top of the report, you will find dropdowns that allow filtering by:
   * **Deal Status**: Choices include Open, Won, or Lost
   * **Currency**: Choose the currency in use for deals
   * **Pipeline**: Select the specific sales pipeline to review

3. **Statistical Dashboard**: The dashboard will showcase three essential metrics:
   * **Total Deal Value**: Displays the cumulative value for all deals.
   * **Number of Deals**: Indicates the total count of deals contributing to that total value.
   * **Average Deal Value**: Shows the average monetary value of each deal.

4. **Graph Views**: 
   * **Total Deal Value (by Stage)**: This graph lists each deal owner's total deal value by stage.
   * **Number of Deals (by Stage)**: This graph represents the number of deals per stage for each deal owner.

5. **Examine the Deals in Pipeline Table**: This table lists all deals with details including the deal owner, stage, creation date, currency, and deal value. You can filter data by sorting the columns in ascending or descending order with a simple click.