Sale Log
Overview
The Sale Log in ClosingDealz provides a structured record of all closed and lost deals, offering insight into revenue generation and deal performance. It enables sales teams to analyze outcomes, track financial progress, and optimize their sales strategy based on past results.
With search, filtering, and detailed deal summaries, the Sale Log ensures complete transparency over all finalized deals.
Key Features
Closed vs. Lost Deals – Quickly differentiate between closed (green) and lost (red) deals.
Total Revenue & Loss Tracking – See the sum of won deals and the potential value of lost deals.
Search & Filters – Easily find specific deals using search and status or date filters.
Deal Summary View – Click on any deal to access a detailed breakdown of its history, contacts, and notes.
Sale Log Table Breakdown
The Sale Log presents data in a structured table, including the following details:
Title
The deal name.
Company
The company associated with the deal.
Price
The deal value in USD.
Assigned To
The salesperson responsible for the deal.
Status
Whether the deal is Closed or Lost.
Date Closed
The timestamp when the deal was finalized.
Users can sort and filter data to analyze sales trends effectively.
Deal Summary & Details
Clicking on a deal opens the Deal Summary panel, providing additional details:
1. General Deal Information
Deal Title – Name of the deal.
Deal Price – The finalized deal amount.
Loss Reason – If applicable, the reason why a deal was lost.
Deal Notes – Additional notes related to the deal.
Close Confidence – The likelihood of deal closure at different stages.
2. Contacts
View all contacts associated with the deal.
3. Lead Details
Company name, industry, employee count, and lead origin.
4. Deal History
Tracks key updates, such as deal creation, status changes, and stage movements over time.
How to Use the Sale Log
Filter by Date & Status – Select a time range and deal type (Closed or Lost).
Search for Specific Deals – Use the search bar to find deals by name or company.
Review Financial Performance – Compare closed revenue vs. lost deal value.
Analyze Individual Deals – Click any deal to view its full history and details.
Why Use the Sale Log?
Track Sales Outcomes – Monitor deal closures and identify patterns in lost deals.
Measure Revenue Impact – Assess how much revenue is gained vs. lost.
Improve Deal Management – Use deal history insights to refine sales strategies.
The Sale Log ensures that every finalized deal contributes to business growth, performance tracking, and continuous sales improvement.
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