📊Overview
Overview
The Overview Analytics page in ClosingDealz provides a high-level summary of your key sales and performance metrics. It allows you to track essential sales data, monitor trends, and analyze individual or team-wide performance over a selected period.
With custom date selection, team member filtering, and dynamic charts, this page ensures that you always have a clear snapshot of your sales pipeline and progress.
Key Features
Custom Date Range – Set a specific time frame to analyze performance over days, weeks, or months. User Selection – Filter metrics by individual team members or view overall team performance. Real-Time Metrics – Instantly updated data reflecting the latest deal movements. Customizable Charts – Select from various metrics and toggle cumulative mode for progressive tracking.
Available Metrics (Displayed as Tiles)
The Overview page displays key performance indicators (KPIs), including:
Value Closed – The total revenue generated from closed deals.
Value Lost – The total value of lost deals.
Average Deal Size – The average value of all closed deals.
Close Rate – The percentage of closed deals out of total lost and closed deals.
Created Leads – The total number of leads created.
Created Deals – The total number of deals created.
Closed Deals – The total number of deals successfully closed.
Lost Deals – The total number of deals lost.
Chart Visualization
The interactive chart allows users to visualize trends over time for selected metrics.
Chart Metric Selection – Choose from:
Value Closed
Value Lost
Average Deal Size
Close Rate
Created Leads
Created Deals
Closed Deals
Lost Deals
Cumulative Toggle – Enable cumulative mode to display a progressive total over time instead of daily values.
How to Use the Overview Page
Set the Date Range – Select the period for which you want to view metrics.
Choose a Team Member – View performance for a specific user or analyze overall team stats.
Review Key Metrics – Analyze the summary metrics displayed at the top.
Use the Chart for Trends – Select a metric from the dropdown and toggle cumulative mode if needed.
Why Use Overview Analytics?
Track Performance at a Glance – Get a quick summary of sales trends.
Measure Individual vs. Team Output – Compare team-wide stats with individual performance.
Identify Growth Opportunities – Use historical trends to optimize your sales strategy.
The Overview Analytics page is designed to simplify reporting and decision-making, helping you stay on top of your business with data-driven insights.
Last updated