#4 Client Dashboard: Won Report

Won Report: Measuring Sales Performance & Conversion

The Won Report helps you understand how effectively your leads are converting into revenue.

It gives you visibility into:

Sales performance
Conversion rates
Revenue generated
Sales cycle timing

For a full walkthrough, watch the video below:

Start With the Right Filters

At the top of the report, you’ll see several filters.

What matters most:

Date Range → Set to the timeframe you want to analyze
- Most commonly: previous month, quarter, or year
Pipeline → Make sure this is set to your Sales Pipeline

If you have other pipelines (like recruiting), selecting the wrong one will skew your data.

👉 Other filters (location, stage, status) can typically remain unchanged unless you're digging into something specific.

Key Metrics to Watch

This section focuses on how leads turn into closed deals and revenue.

1. Leads

Total number of leads during the selected timeframe

👉 This is your starting point — opportunities entering your pipeline.

2. Won Deals

Number of leads that became closed deals

👉 Triggered when opportunities are moved to:

Project Sold
Project Complete

3. Total Sales

Total revenue generated from won deals

👉 Requires accurate dollar values to be added in your CRM.

4. Win Rate

Percentage of leads that turn into customers

👉 This is one of your most important performance indicators:

Higher win rate = stronger sales process
Lower win rate = potential gaps in sales or lead quality

5. Average Days to Win

How long it takes for a lead to become a closed deal

👉 This helps you understand your sales cycle length

⚠️ Important:

This metric is only accurate if your CRM is updated consistently.

Delayed or bulk updates → inaccurate data
Real-time updates → reliable insights

Performance Over Time

This chart compares:

Opportunities (leads coming in)
Won deals (leads converted)

👉 Use this to identify:

Conversion trends
Gaps between leads and sales
Changes in performance over time

Won Deals Breakdown

At the bottom of the report, you’ll find a detailed table of your won deals.

Includes:

Contact name
Date created
Time to close
Revenue per deal

👉 This allows you to:

Review individual deals
Spot patterns in your sales process
Better understand what’s working

How to Use This Report

This report helps you evaluate sales performance and efficiency.

Use it to answer questions like:

Are we closing enough of the leads coming in?
Is our win rate improving or declining?
How long does it take us to close a deal?
Are we generating enough revenue from our opportunities?

⚠️ Data Accuracy Matters

This report is only as accurate as your CRM usage.

To get reliable insights:

Update opportunities consistently
Move leads through stages in real time
Add accurate dollar values

👉 Better data = more reliable sales insights.

Simple Way to Think About It

Leads → Opportunities coming in
Won Deals → Conversions happening
Revenue (Total Sales) → Results generated
Average Days to Win → Sales cycle efficiency

What to Explore Next

Continue exploring the dashboard:

Need Help?

If your numbers don’t look right or you’re unsure how to interpret them:

👉 Reach out to your Account Manager