The Dashboard makes it easy to see the deals you have won, lost, and any that are still active/pending. The data you'll see will also include your Win Ration, Won Deal Margin, Lost Deal Margin, and total Sales.

Video: Dashboard

Time Period - The period of time you want to see data for. This can be set to This Year, This Month, This Week, Last 12 Months, Last 6 Months, Last 3 Months, Last Year, Last Month, & Last Week.

Win Ratio - The ratio of deals that have been won during the time period selected.

Won Deal Margin - The margin of the deals that have been won during the time period selected.

Lost Deal Margin - The margin of deals that have been lost during the time period selected.

Sales - Total Sales $ for the time period selected.

Deals Won - List of the deals that have been won during the time period selected. You can click on a specific entry to be taken to that record.

Deals Lost  - List of the deals that have been lost during the time period selected. You can click on a specific entry to be taken to that record.

Deals Pending - List of the deals that are still active/pending. This section is not tied to the specific timeframe that you have selected.