With the My Results panel, you can easily track your sales performance and compare it with past results.
You can add the My Results panel to the Dashboard by clicking the Add panel button, which you can find in the top right corner of the Dashboard.
My Results are available in the Quick Overviews section. You can activate them with the Add button.
By clicking on Show previous periods, the panel will expand to include results from previous periods. If you are only interested in the current month, click Hide compared periods.
In the graph, you can see how the Deals you own are performing in the given month (e.g., April 2025). The graph is divided into three sections:
- New » the number and total value of all Deals that were opened in this month.
- Wins » the number and total value of all Deals that were converted to Win status in this month.
- Losses » the number and total value of all Deals that were converted to Loss status in this month.
By clicking on a selected section in a specific month (e.g., Wins in April), you will be directed to a list of these Deals.
Important: In the counts of Deals, one specific Deal may be included multiple times. The My Results panel displays all statuses of this Deal. If a Deal was opened and won, for example, in August, you will see it in this month in both the New and Wins sections. This panel differs from the list view of Deals, where only the current status of Deals is displayed, and therefore the total values are different (the Deal is listed only once here).