We've re-designed deals from the ground up with tons of features you asked for to make your sales process even better. These features include:
Deal Tags to group your deals
Custom Fields to capture important information
Detailed Changelog of everything that happened to a deal
Currencies Options to track your sales globally
Default Probability by pipeline and stage
You can learn more about the new Deals pipeline here: Nimble's Deal Feature Overview
If you'd like to convert your Legacy pipelines to the new pipeline, you may do so by following these steps: Migrate your Legacy deals to the new Deals
If you decide to stay with the Legacy pipeline then Reports for this pipeline will be a different than new reports.
The Legacy Reports tab in Nimble provides you with an overview of your organization's deal pipeline(s). Check in on past & future revenue, see which rep is performing well, and identify areas that may need improvement.
Nimble enables you to build reports for specific pipelines (for your team as a whole or by individual user) during any time period you select! Choose from one of our preset time periods, or use the calendars towards the top of the page to set your own.
The Dashboard is where you can view yourself and your team members' Deal progress at a glance.
This will show you all future deal outlooks. You can sort by one month, three months, six months, one year, and specific time intervals.
This is where you may view all historic deal results, sorting by time intervals.
Specify Stages and Stage Time Limits
In Settings >> Pipelines, you may now add the "Limit of Days in Stage" parameter to stay on top of your most important deals. When editing a stage on your pipeline, you can enter any number of days from 1 - 99 in this limit field.
A deal becomes "stuck" by remaining in a stage for longer than the specified number of days. It will be highlighted in red on your pipeline view in the Deals tab, and will be indicated by an orange link in your Reports tab Dashboard page.
Click the "X Deals Stuck" link to be brought to a list view of all stuck deals during that time period, so that you and your team can take the appropriate action.
If you have any questions, please write us at firstname.lastname@example.org, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.