Nimble enables you to pull data for your deals to build analytical reports. Information pulled from deals are converted into insightful visuals such as bar charts, donuts and tables that delivers results on conversion rate, deals won and lost over time, revenue forecast, and much more. With this actionable data, you'll be more equipped to achieve your sales goals.
With Nimble's new Reports feature, your sales team can monitor their performance, make improvements and focus efforts on the most difficult stages of the sales pipeline.
Your sales manager can better track the behavior of the team and offer effective sales coaching to improve the performance of each sales rep. They can also analyze reports to determine whether the strategies chosen were right for their business needs.
The Reports dashboard is customizable enabling you to compare reports like deals won/ lost. You can create as many as you need to effectively interpret the results of your sales pipelines.
To learn more about Deals, take a look at the following:
Check out these articles to help you get started using Reports:
Create and manage your dashboards - create multiple dashboards for different reporting purposes including managing disparate pipelines and sales teams
Customize your dashboard with Reports - Customize your dashboard with pre-built Reports to track the health and performance of your organization
What else is there to know about Reports?
This New Deals release is Phase one of two phases and Phase 2 will include Deals Activity Report, Individual comparison table/Leaderboard, and Today Page Widgets for New Nimble Deals. This will be available in Q1 of 2023!
This feature is not available on the Legacy plan, so upgrade today!
New Reports will only consist of deals within Deals Pipelines. Deals from Legacy Pipelines will not appear in New Reports. However, you will be able to see reports for your Legacy pipelines under Legacy Deals Reports within the Reports tab. To upgrade your Legacy Pipelines, take a look at the following: Migrate your Legacy Deals to Nimble's New Deals
If you have any questions, please write us at email@example.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.