Trend Reports

[HamishM]

I'm looking to create a number of trend reports based on deals which we use to track members of our program month by month. For instance, we want to track the churn rate overall, within a team of reps and within a specific rep's deal base. This requires recording a reps deal base at the beginning of each month and the number of deals lost over that same month.

Surely there are others out there who have faced a similar situation? Is a Business Intelligence (or the tried and true Export and Excel) process really the only way to get results like these?

[HFisher7 · Accepted solution]

@HamishM -

Have you had a look through the reports available within the Sales Analytics collection? The two below may acheive what you are asking:

• Deals won & lost: the report shows the number of deals won and lost by user or team.
• Lost: the total amount from deals that were lost during the close date period selected.