Access your Leads, Contacts, Opportunities, Cases, Accounts, or Campaigns, explore it and analyze it using a spreadsheet interface
Import all your data: stages ; persons ; deals ; organizations ; pipelines ; leads.
We'll build a simple funnel report listing for each month the following metrics: # of new deals, new contacts, won deals, lost deals, close, win & loss rate.
We'll build a simple spreadsheet that will let you change the name of the sales representative and see the deal amounts lost and won.
If you use Pipedrive as a CRM, with Actiondesk, you can easily run a cohort analysis and understand for each month, what was your close rate and loss rate.
