Knowledge

The Deal Report submodule provides insights into the performance of deals, deal agents, and pipeline stages. It is designed for analyzing deal-related metrics for a specific time frame, category, or pipeline.

Key Features

1. Agent Report:

• Displays deal-related metrics for individual agents.

• Metrics include: 

• Total Deals

• Won Deals

• Lost Deals

• Total Amount

• Converted Amount

• Total Follow-ups

• Total Pending Follow-ups

2. Deal Report:

• Provides detailed data on deals within selected pipelines and categories.

• Metrics include: 

• Deals to be Closed

• Total Deal Value

• Average Deal Value

• Won Deals and Deals Won Value

• Lost Deals and Deals Lost Value

• Includes a Monthly Values by Stage graph, showing the distribution of deals across deal stages (Generated, Qualified, Win, Lost, etc.).

3. Filters and Search:

• Allows filtering data by: 

• Pipeline

• Category

• Year

• Agent

4. Data Export:

• Exports the displayed data in CSV format.

Usage Guide

1. Accessing Agent Report:

• Navigate to Reports > Deal Report > Agent Report.

• Select the time frame and agent from the filters to view agent-specific deal metrics.

2. Viewing Deal Report:

• Navigate to Reports > Deal Report > Deal Report.

• Select the pipeline, category, and year from the filters.

• Analyze data presented in both tabular and graphical formats.

3. Graphical Analysis:

• The Monthly Values by Stage graph visualizes deals progressing through various stages.

• Hover over graph points to view specific deal values for each stage.

4. Exporting Data:

• After filtering or searching, click the Export button to download data in CSV format.

Roles and Permissions

• Admin: 

• Full access to all features, including both agent and deal reports.

• Ability to filter data by any pipeline, category, or agent.

• Manager: 

• View and filter data relevant to their team or assigned pipelines.

• Agent: 

• Access limited to their own metrics under the Agent Report.

Common Scenarios

• Analyzing Deal Performance:
  Use the Monthly Values by Stage graph to identify bottlenecks or stages where deals are lost.

• Monitoring Agent Efficiency:
  Review the Agent Report to assess the performance of individual deal agents.

• Tracking Deal Trends:
  Use the tabular view in the Deal Report to analyze monthly trends in deal values and stages.

This module ensures that deal data is comprehensively presented for better decision-making and performance tracking.