This guide covers how to use the Reports page in Terial's CRM to monitor your team's sales performance and opportunity trends, including tracking opportunities created, won, and lost, analyzing deal value and win rates, and forecasting revenue.
Video Tutorial: Watch this short video to master navigating the Opportunities Page.
Reports Page Overview
The Reports page in Terial provides a real-time overview of your team’s sales performance and opportunity trends. From tracking opportunities created and won to analyzing total deal value and win rates, this dashboard helps teams monitor progress, identify top performers, and forecast revenue with confidence. Regularly reviewing this page ensures data-driven decision-making and greater visibility across your pipeline.
On the Reports page, you’ll see key sales metrics like:
Opportunities Created, Won & Lost
Total Value of Won Opportunities
Win Rate and Average Opportunity Value
Opportunities Won by Month
Revenue Forecast
Performance by Account Representative
You can also filter the data by Account Representative, Pipeline, and Date Ranges (YTD, QTD, Year).
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