As a salesperson or manager, it’s important to see how well your deals are performing and track who's winning those deals, the amount and when.
The Deals Won Over Time widget is a great way to track your sales progress and identify trends over time. With this widget, you can see how your sales performance is progressing and make adjustments as needed.
The Deals Won Over Time widget 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.
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. Hovering over will display the amount won.
To alter the information that is pulled for the widget, just click Filters to make quick changes. You can make changes to the date range, time period, time grouping and pipeline. When you refresh the page, the widget will reset to the original filters. To set permanent filters for each widget, read on.
Accessing the Deals Won Over Time Widget
Go to the “Manage Widgets” menu on your Today Page dashboard and then select “Deals Won Over Time” to make it visible in your account.
Once added, you can drag and drop the widget around the Today page until it's in the desired spot.
You can set default filters for this widget by clicking "Filters" and selecting from the drop-down list.