This report is currently in beta.
If you don't see it in your account, please message product@paintscout.com to get access.
The All Deals report provides a complete overview of all deals in your CRM. This report helps you understand your entire sales pipeline at a glance and identify patterns, trends and changes across different deal attributes.
By reviewing this report, you can:
Monitor your pipeline health by tracking how many deals you have and where they sit in your sales process.
Identify bottlenecks in your pipeline so you can solve them.
Track changes and trends in job size or deal type.
What You’ll See in the All Deals Report
Deal Stage Breakdown: View how many deals are in each stage of your sales process, from initial contact through closed-won.
Deal Type Breakdown: See the distribution of deals across different estimate/deal types.
Value of your Deals: Understand how your deals are distributed across job size amounts, helping you identify your highest value jobs.
Filtering & Grouping Deals: Customize your view and drill into your opportunities and sales data. You can do this by:
Filtering by deal stage, tag(s), and attributes.
Grouping results to analyze the composition of your sales pipeline.
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