Deal Report: Track Sales Performance and Pipeline Progress
What is the Deal Report?
The Deal Report in CRM LEAF provides detailed insights into sales performance by tracking deals handled by sales agents, pipeline stages, and overall sales progress. It helps organisations monitor deal outcomes, agent productivity, and sales pipeline health—supporting sales forecasting and revenue analysis.
Table View – Agent Report
Example
| Deal Agent | Total Deals | Deals Won | Deals Lost | Converted Amount | Total Follow-Ups | Total Pending |
| John Doe | 50 | 30 | 10 | ₹15,00,000 | 45 | 10 |
| Jane Smith | 40 | 25 | 8 | ₹12,00,000 | 30 | 7 |
Table View – Sales Pipeline
| Pipeline Stage | Deal Category | Deal Status | Year |
| Qualification | New Business | Open | 2024 |
| Proposal | Renewal | Won | 2024 |
| Negotiation | New Business | Open | 2023 |
| Contract Finalization | Renewal | Lost | 2023 |
Export Options:
The Deal Report and Sales Pipeline data can be exported by default in Microsoft Excel format for further analysis, sharing, and record keeping.
Quick Actions – Deal Report
| Action | How To |
| View Agent Report | Go to Reports > Deal Report to see agent metrics. |
| Filter by Category | Use filters to narrow deals by category, year, or status. |
| Export Deal Report | Click Export to download data in Excel format. |
| Analyze Pipeline | Review pipeline stages to monitor deal progress. |
FAQ – Deal Report
Q: What does “Converted Amount” mean?
A: It is the total value of deals successfully won by the agent.
Q: Why don’t deals won + deals lost equal total deals?
A: Because total deals include open (pending) deals that have not yet been closed.
Q: Can I filter deals by year or category?
A: Yes, apply filters before viewing or exporting the report.
Q: How often is the report data updated?
A: Data refreshes automatically; you can manually refresh to get the latest info.