Total Incoming Deals report

What's my plan?

The Total Incoming Deals report shows you the deals that were created in a given time period.

To view the Total Incoming Deals report

From the Reports page, select Marketing Effectiveness > Total Incoming Deals.

The graph view of this report displays this data as either stacked, expanded, or cumulative.

Hovering over each graph segment shows you the total number of deals by team member.

When you switch to the table view of this report, you’ll see the same data in a table format.

You can define a different time period and also add filters to view only teams, groups, or specific users. You can also filter by tags.