How to review Deals statistics in Snov.io CRM

Outline:

Where to find Deals statistics
Statistics filtering
Deal loss reasons statistics

Statistics help you optimize sales performance and guide decision-making to build a profitable business strategy.

Snov.io CRM includes a statistics summary to analyze your work results based on deal history.

This report includes:

Number of deals created/won over a period of time
Total value of won deals
Performance of each team member
Deal loss reasons

Where to find Deals statistics

In the left menu, go to CRM → Statistics or follow the link.You'll see the Deals statistics page with these metrics:
Deals created (1), Deals won (2), Value (3), Team statistics (4), Deal loss reasons (5).

Statistics filtering

The toolbar at the top lets you filter statistics by:

Time

Set a time filter to view statistics for a specific period.

2. Pipeline

If you have multiple pipelines, view statistics for all pipelines or choose a specific one.

This helps determine which pipelines perform better and which sales approach works best for your audience.

Team member

If you use Snov.io CRM in a Team, this filter helps monitor the progress of a specific team member.

Deal loss reasons statistics

The graph in the bottom right corner shows the most common reasons behind lost deals. Customize the list of deal loss reasons to suit your needs and get more specific insight into customer desires.

Hover over the graph to see the full list of deal loss reasons and the number of lost deals per reason.