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.