What are the standard deal reports available in Kylas CRM?
Kylas provides its users with some off the shelf reports which enable them to track the performance of their sales team. The standard deal reports available in Kylas are given below -
- Deals Won by Owner - Number of deals owned by different sales team members, which were won.
- Pipeline Velocity Report - Number of deals under different pipelines.
- Revenue Lost vs Revenue Generated - This report displays the total value of won deals versus lost deals.
- Forecasted Revenue by Owner - The sum of estimated values of deals categorized by the owner of the deal.
- Next Month Revenue Forecast By Owner - The sum of estimated values of deals categorized by the owner of the deal, for the next month.
Related Articles
What are the standard lead reports available in Kylas CRM?
Kylas provides its users with some off the shelf reports which enable them to track the performance of their sales team. The standard lead reports available in Kylas are given below - Leads Converted by Source - Number of leads converted grouped by ...
How to view existing reports in Kylas CRM?
Kylas CRM provides users with some off the shelf and also the provision to create custom reports. This article covers the steps for viewing the existing reports in Kylas CRM. What are the standard reports available in Kylas CRM? Prerequisites ...
How to create multi dimensional reports in Kylas CRM?
How to create a Multi-Dimensional Report in Kylas CRM Introduction Multi-dimensional reports let you break CRM data across two or more axes (for example: Owner × Source × Pipeline Stage) so you can spot trends, bottlenecks and opportunities at a ...
How to download report in .csv file?
How to Download Reports in CSV Format in Kylas CRM Introduction Reports are an essential part of any business workflow, as they provide valuable insights into sales performance, customer engagement, and operational efficiency. In Kylas CRM, reports ...
How to create a custom report in Kylas CRM?
Along with some off-the-shelf reports, Kylas CRM also provides users the leverage to create custom reports that aids them in decision-making. This article explains the procedure for creating a custom report using the Report Builder in Kylas CRM. ...