CyberFreezeDevDeals won, lost and created
Three numbers that show whether the pipeline is growing or draining.
Read more about Deals won, lost and created
The three numbers that tell you whether the pipeline is growing or draining.
Sales reports and a monthly review you can run in one step
Won, lost, lead sources and stalled deals at month end, each compared with last month.
The monthly review
One calendar month, compared with the one before.
Leads by source
New leads per channel: ads, website forms, referrals and walk-ins.
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How many new leads each channel produced: ads, website forms, referrals, walk-ins.
Stalled deals
Opportunities where nothing has moved, usually the most useful list.
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Opportunities that need attention because nothing has moved. This is usually the most useful list in the review.
Change from last month
Every figure shows its difference from the previous month.
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Every figure comes with its difference from the previous month, so you are reading a trend, not a snapshot.
The source report
Every source is ranked by volume and win rate with the denominators shown, over any window up to a year.
Read more about The source report
Lead source is required on every lead in Desk, which makes this report possible. It ranks every source by volume and by win rate, and shows the denominators: how many leads, how many won. A channel with a high win rate on three leads reads very differently from one on three hundred, and the report does not hide which is which. Run it over any window up to a year.
The figures come from the same records as the dashboards, so the review and the pipeline screens never disagree.
Every report in Desk
| Report | Use it to |
|---|---|
| Monthly review | Close the month: won, lost, created, sources, stalled |
| Source report | Decide where to spend on lead generation |
| Overview | See the pipeline today |
| Funnel | Find the stage where deals drop out |
| Time in stage | Find the stage where deals wait |
| Lost reasons | Hear what customers are telling you when they say no |
| Team performance | Compare salespeople (admins only) |
| Activity feed | See what people completed, commented and updated |
Where it connects
The review is built from the pipeline and from leads with a required source, and an AI assistant can pull any month.
Read more about Where it connects
The review is built from the CRM pipeline and from leads and contacts with their required source. An AI assistant can pull the review for any month when asked. If you need the same figures blended with ad spend from Meta and Google, that is our marketing intelligence dashboards service.
Questions
Can I run the monthly review for a past month?
Yes. Pick any calendar month; it defaults to the current one.
Does the source report include ad spend?
No. It ranks sources by lead volume and win rate. Blending in spend from ad platforms is something we build as a separate dashboard.
Who can see team performance?
Admins only.
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