This is an overview of the Reports tab in Nimble. This tab focuses on Deals for yourself and your team.

Overview

The Reports tab in Nimble provides you with an overview of your organization's deal pipeline. Check in on past & future revenue, see which rep is performing well, and see where you need to spend more time.

Dashboard

The Dashboard is where you can view yourself and your team members' Deal progress at a glance.
 

Forecasted Deals

This will show you yourself and your team's future deal outlook. You may sort by 1 month, 3 months, 6 months, 1 year, and specific time intervals.
 

Deal History

This is where you may view yourself and your team members' historic deal results, sorting by time intervals.
 

Specify Stages and Stage Time Limits


In Settings >> Deals, you may now add the "Limit of Days in Stage" to make sure you stay up to date on your most important deals.
 


 
 
If a deal becomes "Stuck" in a stage, it will be highlighted in red from the main reporting page:
 
 


 
 
 
If you have any questions, please send us an email at care@nimble.com or join us for our Q&As Monday - Friday from 9AM - 9:30AM PT. Register here:http://www.nimble.com/company/webinars/

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