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 Business Success option in the Analysis menu to view the analysis.
The Business success analysis is counted by the CRM as the amount of "Final price" items in won business deals owned by a specific salesman in a certain period.
In the Table tab, you can see individual business cases in details.
Business Success Filters
To filter data, use detailed combinations of various criteria.