Reports Overview

Reports

ProsperWorks Reports provide immediate access to the insights you need to run your business by turning data into actionable information!

We've organized Reports into two categories: Pipeline Reports and Sales Reports

 

Pipeline Reports:

Pipeline Reports give you a clear picture of the Open and Active Opportunities in your Pipeline and insightful information based on the expect close dates. You can see a summary of your Pipeline by stages, the distribution of Opportunities across your team, the projected value of your upcoming Pipeline, as well as identify your top sources for Opportunities.

Switching between Total Value and Weighted Value is as simple as a click of a button. For more information on these reports, please take a look at these articles:

Pipeline Summary Reports

Pipeline by Assignee Reports

Pipeline Projection Reports

Pipeline by Source Reports

 

Sales Reports:

Sales Reports provide a summary of Opportunities that have been Won, Lost, or Abandoned within a specified date range. These reports allows you to see yours sales performance history, sales and win rate by team member, sales by Opportunity source, as well as your most common reasons for lost Opportunities.

For more information on these reports, please take a look at these articles:

Sales Forecast

Sales History

Sales by Assignee

Sales by Source

Sales by Loss Reasons

 

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