Sales Development – RAYNET CRM Basics and Tutorials

The Sales Development analysis shows the totals of all Deals in the Closed Won stage for the selected time period. The total value of the Deal is reflected in this analysis without the costs (some people do not need to record costs in Raynet at all). However, if you need to take costs into account, and you are interested in the development of sales in terms of profit value, choose the analysis Profit Development.

Find the Sales Development analysis in the Main Menu » Analyses » Sales Development.

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You can switch between a chart and a table at the top of the screen. The chart shows you values of all Deals in the Closed Won stage. Additionally, the table shows the total number and more details.

In the table view, you can see the sums of Deals for each period. Click on a specific period to see a list of Deals.

You can use the Advanced Filter in both the chart and the table. Show or hide the filter as you wish.

You can view the sales development analysis either as a classic sales overview or cumulatively. In the cumulative view, you can see the growth (won Deals) over a specific time period (week, month, quarter, year) on a timeline, and the cumulative value is always the sum of previous growth.

The Advanced Filter works as follows:

If you decide to save the filter for future use, click on Save Filter » name it.

You will then see your saved filters in the analysis header, where you can pin and manage them.

Export the Sales Development analysis either as a table or a chart.