Reporting and Analytics

Pipeline Overview

1. Go to Reports or Dashboard
2. You will see:
3. Total pipeline value
4. Breakdown by stage
5. Weighted value

Conversion Ratios

Track:

Metric	Calculation
Lead → Opportunity	Converted / Total leads
Win Rate	Closed Won / (Closed Won + Closed Lost)
Avg Deal Size	Sum of wins / Count of wins

Data Export

1. In an entity list click Actions
2. Choose Export
3. Select format (CSV, XLSX)
4. Download the file

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