The Sales Rep Success Rate analysis compares the volume of closed sales of individual sales representatives – the Owners of won Deals. Through this analysis, you can see right away which rep has been the most successful in a specific time period.
Find this analysis in the Main Menu » Analyses.
You can view the analysis as a chart or table.
The chart shows the totals of all won Deals, which are categorized by Owner.
The table shows a summary of all the Deals that make up the analysis, split by individual rep. Double-clicking a row will take you to the Deal detail. Click on the pencil icon (see image) to select the columns you want to see in the summary.
You can find the Advanced Filter in both the chart and the table. Show or hide the filter as you wish.
The Advanced Filter works as follows:
If you decide to save the filter, you need to name it first.
You will find all your saved filters in the analysis header, where you can pin and manage them.
Export the chart or table by clicking the three dots in the analysis header.