The report titled Success Analysis can be found in the Reports section:
After clicking on this report, we can set the following parameters in the report header:
- - the time period for which we want to generate the report,
- - date type: expected closing date, closing date, creation date,
- - grouping the graph by: user, service/product, opportunity type, source, campaign, affiliate partner, reason for loss,
- - filtering by workflow: basic, or we can choose a workflow we created,
- - table grouping: no, yes.
As an example, we have prepared a sample of the Analysis of the Success of Business Opportunities for the period from 01.04.2025 to 30.06.2025 - that is, Q2 2025. This report analyzes the success of business opportunities in a given time period, compares individual traders, and displays the ratio of won, lost, and pending deals in a clear table and graph.
