Count of deals created over time with status custom report

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Count of Deals Created Over Time with Status Custom Report

Introduction

The Count of Deals Created Over Time with Status Custom Report is a powerful tool that enables ActiveCampaign users to analyze the number of deals created within a specific time frame along with their current statuses. This feature is essential for sales teams and managers as it can provide insights into sales trends, assess team performance, and strategize future actions. By leveraging custom reports, users can tailor their data analysis to answer specific questions about their sales activities, allowing for more informed decision-making.

How to Access the Feature

To access the custom reporting tool within your ActiveCampaign account, follow these steps:

1. Click Reports from the main navigation menu.
2. Select Custom Reports from the dropdown list.
3. Locate the Deals view under the Explore section and click on it to expand the view.

Step-by-Step Instructions

Creating a custom report to display the count of deals created over time involves a series of straightforward steps:

1. **Add a Time Dimension**:

  - Click on Created Date, then select Created Month from the options.

2. **Incorporate Status**:

  - Go to the Dimensions tab.
  - Scroll down to find the Status option and select it.

3. **Pivot the Report**:

  - Click the Pivot button next to the Status to rearrange your data based on the deal status.

4. **Add Measures**:

  - Navigate to the Measures tab, and click on the Count option to count the number of deals.

5. **Set a Time Filter**:

  - Still under the Dimensions tab, locate the filter button next to Created Month and click it.
  - A filter will appear under the Filters header in the center of the screen. Type "12" into the second box to set your desired time period for filtering.

6. **Run the Report**:

  - Click the Run button at the top of the report to generate your data, which will be displayed in a table format.

Add a Chart to the Report

Once you have run the report, you can create a visual representation of the data:

1. Expand the Visualization header by clicking on it. 2. Select the Column option to convert your data into a column chart for easy interpretation.

Save and Access the Report

After creating your custom report and visualizing the data in a chart, it’s important to save your work for future reference:

1. Click the gear icon situated next to the Run button. 2. Select Save as a Look... from the dropdown menu. 3. In the Title field, type a descriptive title such as "Count of Deals Created Over Time with Status". 4. Click Save to store your report.

To access this saved report in the future, click the menu icon next to the gear icon in your report and select the desired Look from the Custom Report menu.

Configuration Options and Settings

Within this reporting feature, several configuration options can enhance your report's effectiveness:

• Dimensions: Define the aspects of your data like contact name or deal status.
• Measures: Aggregate your data using options such as count, sum, or average.
• View: A collection of data elements that represent different perspectives of your analysis.
• Look: A saved report in your account that can be accessed anytime.

Best Practices and Tips

- Use clear and descriptive titles for your Looks to facilitate easy retrieval. - Regularly review your reports to spot trends or shifts in your sales data. - Combine metrics with visual representations to more effectively communicate findings to your team. - Consider scheduling regular intervals at which to generate and review these reports to maintain an ongoing analysis.

Troubleshooting

If you encounter issues while generating your custom report, consider the following:

- Ensure you have the appropriate permissions in your ActiveCampaign account to access the custom reporting tool. - Double-check your applied filters; ensure they align with your desired reporting period. - If the report does not render as expected, try refreshing the page or logging out and back into your account.

Related Features

For additional enhanced reporting capabilities, consider exploring the following features:

• Automation - Automate repetitive tasks and analyze their impact on deal flow.
• Sales Pipelining - Manage your deals and track their progress through various stages.

FAQ

• What are custom reports?

Custom reports are tailored data presentations that allow you to analyze specific aspects of your ActiveCampaign data, focusing on answering targeted questions regarding sales and marketing.

• What do I need to create a custom report?

You need access to the Custom Reports feature, which requires a Plus or Professional plan, or the associated add-on available in certain plans.

• How often can I run a report?

You can run a report any number of times as required to analyze your data effectively.

• What types of visualizations can I add?

You can create various visualizations, including column charts, line charts, and pie charts, based on your custom report’s data.

• Can I share my reports with others?

Yes, once saved, you can share your reports with others who have access to your ActiveCampaign account.

• Is there a limit to how many custom reports I can create?

No, there is no specific limit; you can create as many custom reports as needed to analyze your data comprehensively.

• Can I modify an existing Look?

Yes, you can access and modify any existing Look to adjust the data or filters as required.

By following this guide, you will effectively utilize the Count of Deals Created Over Time with Status Custom Report to enhance your sales tracking and analysis within ActiveCampaign. ```