Deal Report
The Deal Report measures your sales pipeline performance. It has two parts: a Deal Agent profile that scores each agent's deals, and a pipeline chart that breaks down monthly deal values by stage and shows the average deal size.
About terminology. BusinessHRM has removed the standalone "Lead" concept; this report focuses on Deals. Some labels in your installation may still read "Lead Agent" — these refer to the people who own and close deals.
The page has two tabs (switched via the page tabs / icon group):
- Profile – per-agent deal performance (the default tab).
- Chart – the monthly pipeline and average-deal-value report.
Permission required: Your role must have permission to view the Deal Report.
1. Profile (Deal Agent performance)
This tab scores each deal agent on their deals, wins, losses, and follow-ups. Figures are based on each deal's close date, which a note on the page reminds you of.
How to use it
- Open Reports → Deal Report (Profile tab).
- Set the Duration (filters by deal close date).
- Optionally choose a Lead Agent, or leave on All.
- Click Clear Filters to reset.
Filters
| Filter | What it does |
|---|---|
| Duration | Date range, based on deal close date. |
| Lead Agent | A single agent, or All. |
Columns
| Column | Meaning |
|---|---|
| Deal Agent | The agent. |
| Total Deals | All deals owned. |
| Won Deals | Deals won. |
| Lost Deals | Deals lost. |
| Total Amount | Total value of all deals. |
| Converted Amount | Value of deals that converted (won). |
| Total Follow Up | Follow-ups logged. |
| Total Pending Follow Up | Follow-ups still outstanding. |
Export
Click Export Excel to download.
2. Chart (pipeline & average deal value)
This tab visualizes your pipeline as a stacked bar chart titled Monthly Values by Stage, overlaid with a black Average line showing the average deal size per month. Below the chart is a month-by-month table.
How to use it
- Switch to the Chart tab.
- Choose a Pipeline (defaults to your default pipeline).
- Optionally choose a Category, or leave on All.
- Choose a Year (current year or last year).
- Click Clear Filters to reset.
Filters
| Filter | What it does |
|---|---|
| Pipeline | The sales pipeline to report on. |
| Category | A single deal category, or All. |
| Year | Current year or last year. |
Table columns (one row per month)
| Column | Meaning |
|---|---|
| Month | The calendar month. |
| Deals To Be Closed | Deals expected to close. |
| Total Deal Amount | Total value of those deals. |
| Average Deal Value | Average value per deal. |
| Won Deals | Number of deals won. |
| Deals Won Value | Value of won deals. |
| Lost Deals | Number of deals lost. |
| Deals Lost Value | Value of lost deals. |
| Other Deal Stages | Deals in other stages. |
| Other Deal Stages Value | Value of those deals. |
Export
Click Export Excel to download a file named for the selected pipeline, category, and year.
Tips
- All Deal Report figures are based on the deal's close date — keep close dates accurate so the numbers reflect reality.
- Use the Average Deal Value line on the Chart tab to spot whether your deals are trending larger or smaller over the year.
- Use the Profile tab in performance reviews to compare agents on win rate and follow-up discipline.