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All Deals Report

View a complete overview of all deals in your CRM with pipeline health, deal stages, types, and value breakdowns.

The All Deals Report in PaintScout gives you a complete overview of every deal in your account, helping you understand your entire sales pipeline at a glance.

Use this report to:

  • Monitor pipeline health by tracking deal count and stage distribution

  • Identify bottlenecks slowing your sales process

  • Spot trends in job size or deal type over time

What does the All Deals Report show?

  • 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.

For reporting, the deal value uses the linked invoice total when an invoice exists. If there is no linked invoice, it uses the linked estimate total instead.

Screenshot showing the All Deals Report with deal stage, deal type, deal value, and grouping options

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