Reports and forecast

See the numbers before the month ends.

Every call, visit, quotation and payment is counted for you. See who is ahead, what is likely to close and why deals are lost.

Team performance

1 to 24 Sep 2026 · compared with August
TodayWeekMonth Export CSV
Overview Sales floor Field visits Save view Shared with the whole company
MemberCallsConnectedAdvancedQuotationsDeals wonPayment
Sales team5,1363,13343310735₹33.3L
North group3,0681,9512606721₹20.7L
NVNeha VermaManager
ASArjun Sethi
West group2,0681,1821734014₹12.6L
MJMeera JoshiManager
ISImran Sheikh
Field team642398121264₹3.6L
Service team4182976492₹1.6L
Total
Trend · deals won
Neha Verma12
Arjun Sethi9
Meera Joshi8
Imran Sheikh6
1 Sep8 Sep16 Sep24 Sep
Leads behind the number12 leads
Deals won · Neha Verma
  • AM
    Aarav Mehta98••• ••210 · Google Ads
    Won
  • PN
    Priya Nair91••• ••780 · Meta Ads
    Won
  • RK
    Rohan Kapoor99••• ••655 · IndiaMART
    Won
Showing 3 of 12. Open a lead to see its case.

Deal forecast

Deal value × win chance, by expected close date
Refresh
Total pipeline₹86.4L64 open deals
Weighted forecast₹41.8LWeighted by win chance
Won revenue₹44.2L46 deals · last 30 days
Average win chance48%Across open deals
Period forecast
1 to 30 Sep 2026
Sales forecast₹46.4LWeighted pipeline plus won
AI forecast₹45.1LHighconfidence
Variance−₹1.3LBelow the sales forecast
WonWeighted forecastOpen pipeline
Open deals closing9 · ₹11.8L
Weighted₹6.8L
Won in period41 · ₹39.6L
Lost in period8 · ₹7.4L
Hot deals18
₹31.2L total
  • Aarav Mehta₹2.4L82%
  • Sneha Iyer₹1.8L76%
Warm deals31
₹39.7L total
  • Vikram Rao₹3.1L58%
  • Ananya Das₹0.9L52%
Cold deals15
₹15.5L total
  • Karan Malhotra₹1.6L24%
  • Ishita Sen₹1.2L18%

Reports

Build it once, save it, get it by email
Start from a template 8 more
Report setup
DataDeals
Group byPipeline stage
Then byNone
MeasureDeal value
Date filterAll time
RangeNot needed
ChartBarPieDoughnutTable
Run reportSaveCSV
Pipeline stage
Deals · Deal value
All time
Total₹86.4L
Schedule by email
Pipeline by stage
Day
Monday
Time
9:00 am
Covers
Last 7 days
Send to
NVASMJ3 people
The email Weekly report: Pipeline by stage pipeline-by-stage.csv
Next: Mon, 28 Sep 2026, 9:00 am

Reports

Why deals are lost · 26 Jun to 24 Sep 2026
Deals lost23Last 90 days
Value lost₹21.4LAcross 23 deals
Loss rate17%111 won in the same period
No reason given3Ask for a reason on every loss
Why deals are lost
ReasonDealsValueShare
Price too high8₹7.9L35%
Chose a competitor5₹5.2L22%
Stopped replying4₹3.1L17%
Timing not right3₹2.6L13%
No reason given3₹2.6L13%

Summary. 10 of 23 lost deals ended at Quotation, and price is the reason given most often. What to do: call within a day of sending a quotation.

Where deals are lost
By stage
  • Enquiry2₹1.2L
  • Qualify3₹2.1L
  • Visit4₹3.6L
  • Quotation10₹9.8L
  • Negotiation4₹4.7L
Total23 deals · ₹21.4L
Most losses come after the quotation is sent
Ask in plain wordsThe answer comes with a chart.
Who won the most deals this month?

Neha Verma, with 12 of the 41 deals won.

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