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Deal Registration Reports
These reports are provided in the Deal Registration Reports folder.
| Report Name | Description | Additional Customization |
|---|---|---|
| Number of Approved Deals by Month | Number of approved deals for current fiscal year by month. | Update the lead source and lead status filters with the correct filter values |
| Approved Deals by Value | Total value of approved deals. | Update lead source and lead status filters with the correct filter values |
| Approved to Converted Ratio | Ratio of deals approved to deals converted for the current fiscal year by partner. | N/A |
| Closed Deals by Partner | Displays the value closed deal registered by partners. | N/A |
| Deals Registered by Age | Displays registered deals by age. | Add Age custom field |
| Deal Registration Trend | Displays deal registration over time. | Update lead source and lead status filters with the correct filter values |
| Deals Expiring Soon | Displays registered deals that expire in the next 30 days. |
|
| Deals Pending Approval | Number of deals pending approval. | N/A |
| Rejected Deal | Number of deals that have been rejected. | Update lead source filter value |
| Converted Deals with No Activity | Number of deals registered with no partner activity in the last 14 days. | Update lead source filter value |
| Top Active Deals | Most valuable converted deals that have not yet been closed. | Update lead source filter value |
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