Use the analytical views from the Analysis panel to evaluate the sales and monitor its development. The analysis uses the Business deals data. The CRM updates the Analysis immediately after creating a Business deal.
Only the users with the Administrator, Full throttel or Certain restrictions role can fully access the Analysis. The users with the Readonly role have no access to the Analysis.
Click the Sales Development option in the Analysis menu to view the analysis.
Sales Development shows the monthly financial volume of Business cases at the Win final stage.
In the Table tab, you can see individual business cases in details.
Sales Development Filters
To filter data, use detailed combinations of various criteria.