Deal Overview report

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Deal Overview report

The Deal Overview report in ActiveCampaign is an essential tool for analyzing the performance of your sales team over time. This report provides valuable insights into all deals created, those marked as won, and those marked as lost, empowering sales managers and teams to make informed decisions based on real-time data. Understanding this feature is crucial because it allows users to track and manage sales progress effectively, identify trends, and optimize sales strategies.

How to Access the Deal Overview Report

Accessing the Deal Overview report can be done in two straightforward ways:

1. Click on **Reports** in the left menu. Then select **Deals** > **Deal Overview**. 2. Click on **Deals** in the left menu and then click on **Deal Overview**.

Users who have the appropriate permissions, specifically those assigned to the Admin group with access to view Deals reports, will be able to utilize this feature.

Step-by-Step Instructions

The Deal Overview report contains a wealth of information presented in an intuitive format. When you first access the report, the default view will typically show data for a 1-month date range. Here's how to navigate through the report:

1. **Review the Overview**:

  - The report provides the total number of deals created, marked as Won, and marked as Lost across all pipelines.
  - It displays all deal owners and the currency selected for your deals.
  - You will find several statistics, including the **Number of Deals Over Time** chart, the **Number of Deals by Value Bracket** chart, and a **Deal Owner Table**.

2. **Utilize Filtering Options**:

  At the top of the Deal Overview report, filtering options allow you to customize the data you're viewing:
  - **All Pipelines** or a **Specific Pipeline**
  - **All Deal Owners** or **Specific Deal Owners**
  - **Deal Status** (Open, Won, Lost)
  - **Currency**
  - **Date Range**

  To filter, simply click the associated dropdowns or enter a new date range. Note that upon applying a filter, the data will refresh automatically. Remember, custom views cannot be saved based on filters.

3. **Reading the Statistics Dashboard**:

  Located beneath the report filters, the Statistics Dashboard offers key metrics:
  - You can toggle between three radio buttons to display:
    - **Total number** of deals (created, Won, and Lost)
    - **Total $** value of those deals
    - **Avg $** per deal

4. **Interpreting the Deals Over Time Chart**:

  This chart visually represents the number of deals for each deal owner over time. The Y-axis indicates count, while the X-axis denotes deal owners. Utilize the options on the left of the chart to customize the insights displayed.

5. **Analyzing the Total Deals by Value Bracket Chart**:

  This chart categorizes deals into value ranges. Similar to the previous chart, you can filter and customize the displayed information.

6. **Examining the Deal Owner Table**:

  At the bottom of the report, you'll find a table detailing each deal owner’s statistics. This includes:
  - Each owner's Full Name
  - Number of Deals Won
  - Total $ won
  - Average $ won
  - Average time taken to mark a deal as won
  - Won Ratios (Count and Value)
  - Share ratios for count and value of won deals

  To filter the table by Deal Owner, use the **Owners** dropdown at the top of the report. Sorting any column can be achieved by clicking the respective header.

Configuration Options and Settings

While the Deal Overview report itself does not have extensive configuration settings, the following options can be adjusted to refine your results:

- **Date Range**: Customize which period's data you want to analyze. - **All Pipelines / Specific Pipeline**: Choose whether to include all pipelines or focus on a single one. - **Deal Status**: Filter the view by Open, Won, or Lost statuses. - **Currency**: Select the currency for deal values. - **Deal Owners**: Decide whether to display all owners or select specific ones.

Understanding these settings allows users to tailor the report to their specific needs, thereby enhancing analysis.

Best Practices and Tips

1. **Regularly Review the Report**: Make it a routine to check the Deal Overview report to keep track of sales performance and identify any emerging trends. 2. **Use Filters Effectively**: Make full use of the filtering options to get insights specific to certain pipelines, periods, or deal owners that are critical to your analysis. 3. **Communicate Findings**: Share insights from the report with your sales team to align goals and strategies effectively. 4. **Mark Deals Correctly**: Ensure all sales team members are trained to accurately mark deals as Won or Lost, as the report heavily relies on this information for accurate tracking.

Common Use Cases with Examples

- **Performance Assessment**: A sales manager can use the Deal Overview report to assess individual sales reps’ performance based on the number of deals won and the time taken to close deals. - **Trends Over Time**: Analyzing trends over several months can provide insights into seasonal variations in sales performance, helping businesses prepare for peak times. - **Pipeline Effectiveness**: By focusing on specific pipelines, teams can determine which processes yield higher success rates, directing efforts towards optimizing these areas.

Troubleshooting Section

While the Deal Overview report is designed for ease of use, users may encounter some challenges:

- **Data Loading Delays**: If your dashboards take time to load after applying filters, it could be due to a large dataset. Be patient and ensure you are equipped with reliable internet connectivity. - **Inaccurate Data View**: If the report reflects unexpected data, double-check the filtering options to ensure they align with your intended analysis. - **No Custom Views Saved**: As mentioned, the inability to save custom views might be frustrating. It's important to note this limitation and use filtering each time anew.

FAQ

Q1: What is the Deal Overview report? A1: The Deal Overview report is a comprehensive overview of sales performance, detailing deals created, won, and lost over selected time frames.

Q2: Who has access to this report? A2: Account users assigned to the Admin group with permission to view Deals reports can access the Deal Overview report.

Q3: Can I save custom filters for future use? A3: No, you cannot save custom views based on created filters in the Deal Overview report.

Q4: How frequently should I check the Deal Overview report? A4: Regular checks are recommended, ideally at least once a week, to stay updated on sales performance and trends.

Q5: What should I do if the data doesn't look correct? A5: Ensure that the filtering options applied accurately reflect your analysis needs, and verify that all team members are marking deals correctly.

Q6: Can I view deals by specific deal owners? A6: Yes, the report allows you to filter and view data based on specific deal owners.

Q7: Does the report support multiple currencies? A7: Yes, users can select the currency for their deals within the report's settings.

This article aims to provide a complete overview of the Deal Overview report, making it easier for users to navigate and utilize this feature effectively within ActiveCampaign. ```