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David Tran CRM Lượt Xem: 127

To see how well you are doing with your pipeline, take a look at the Win/Loss ratio.

Để truy cập báo cáo này, hãy đi tới chế độ Pipeline trong tab Báo cáo (Reporting).

From there you can filter to which opportunities you wish to see, yours, the ones from your sales channel, your whole company, etc. You can then click on filter and check Won/Lost.

media/win_loss01.png

You can also change the Measures to Total Revenue.

media/win_loss02.png

You also have the ability to switch to a pie chart view.

media/win_loss03.png