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.
Forget third-party integration tools and complicated coding. Use Actiondesk to build custom Airtable reports that illuminate what’s happening at every stage in your sales funnel. Simply import your Airtable sales data into Actiondesk’s simple spreadsheet interface and get started. For each month, calculate the number of contacts, deals, closed deals, lost deals, plus the overall rate of deals lost vs. won.Build your one-click report