Once you have created your dashboard you can customize it and add reports to meet your business needs. To learn more about creating your dashboard reports, take a look at the following: Create and manage your dashboards


Add reports to your dashboard

To add a new report to your dashboard, visit your Reports tab, choose your dashboard then click "Add Report". In the Report dropdown list, you can search or browser for reports.

These reports include the following:

Pipeline Funnel - Displays a graph of how well deals convert between stages. It shows all deals won or lost by the chosen user, in the selected pipeline, whose close date fall within the specified time period.

This report allows you to track the conversion rate of deals at each stage of your sales pipeline so you can identify which stages have the lowest conversion rates and make adjustments to improve those stages.

It can help you see if something like the conversion rate at the proposal stage is low. Now, you have an action item, and you know that you may want to review and improve your proposal process.


Deals won over time - Tracks how much revenue has been won over time. It is all deals won by the chosen user, in the selected pipeline(s), whose close date fall within the specified time period.

The Deals Won Over Time report is a great way to track your sales progress and identify trends over time. With this, you can see how your sales performance is progressing and make adjustments as needed.

It can help you notice something like a dip in deals won during a particular month, which may lead you to investigate the cause and take steps to improve your sales performance in that month.


Deal progress - View how many deals are entering each stage. It shows all deals open, won, or lost by the chosen user, in the selected pipeline, that experienced stage movement during the specified time period.


Revenue Forecast - See how well your pipeline is projected to perform. This reports displays all deals open or won by the chosen user, in the selected pipeline(s), whose close date (if applicable) fall within the specified time period.

Revenue forecasting allows you to predict future revenue based on current deals in your sales pipeline. This will help your sales team see the projected value of your pipeline relative to the coming months, quarters and years.

The Nimble's Revenue Forecast report can be incredibly valuable when trying to make informed business decisions. For example, if you forecast a significant increase in revenue, you may want to hire more salespeople or invest in new products.


Lost by Stage - See how many deals were lost by stage. Hovering over will display the reason the deal was lost. This shows all deals lost by the chosen user, in the selected pipeline(s), whose close date fall within the specified time period.

The Deals Lost by Stage report allows you to view the number of deals that have been lost at each stage in your sales pipeline. It can help you identify which pipeline stages are causing the most losses and adjust accordingly

For example, if you find that many deals are being lost at the proposal stage, you may want to review and improve your proposal process. By identifying which pipeline stages have the most losses, you can focus on improving those stages. This can help you increase the number of deals that are won and improve overall sales performance.


Deals lost by reasons - Find out why deals are being lost. This report shows all deals lost by the chosen user, in the selected pipeline(s), whose close date fall within the specified time period. It is organized by deals that fall under a specific lost reasons. Hovering over it will display the amount of deals closed with that particular lost reason.

You may find that most deals are being lost due to a lack of budget, for example. That would signal to you that you should focus on targeting higher-budget clients. By understanding the reasons why deals are being lost, you can make adjustments to your sales strategy or pipeline to address those issues.

To create lost reasons, edit the Deal Pipeline by going to Settings >> Deals Pipeline.

Click on the report to add it to your dashboard.


Report Filtering Options

The data that displays in each report will depend on the dashboard or report filters. You can filter all reports on a dashboard or filter individual reports. For better analysis, you should filter the data for each report to a specific date range, specific pipeline and specific user.

Filters applied to a report will override any filters set to the dashboard.

To learn more about dashboard filter, check out the following:

Manage your dashboard

Filter a specific report on your dashboard

To add and save the selected filters to specific reports on your dashboard, click "Edit Dashboard". View the "Report Filters" on the report you want to filter.

A drop-down list will appear and you can adjust the User, Time Period, Time Grouping and Pipeline of that report. Please note: Time Grouping is not available on all reports

When you are ready, click "Close Edit Mode" to save the changes.

When you revisit that dashboard, you will see your selections.

To quickly filter your reports, just view the report you want to filter and click "Filter".

A drop-down list will appear and you can adjust the User, Time Period, Time Grouping and Pipeline of that report. Please note: Time Grouping is not available on all reports

Filtering done this way will not save your changes when revisiting the dashboard.


Move and resize reports on your dashboard

Reports can be rearrange so that you are seeing what's most important to you or resized to get a full data analysis.

To do this, visit the dashboard of your choice then choose "Edit Dashboard".

To rearrange, grab the top right-hand corner of the report and drag into place.

To resize a report, click the layout icon next to Report Layout.

To learn more about modifying reports and dashboards, take a look at the following: Modify Dashboards

If you have any questions, please write us at care@nimble.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.

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