Basic Reporting- Opportunities Reports
For any opportunities list, track how many deals your team has won or lost for a specified period of time.
- Click the Reports tab on your global navigation bar.
Note: Those on the Premium and Enterprise tiers may no longer see the Reports tab (Basic Reporting) - we highly suggest leveraging Affinity Analytics’ advanced reporting features moving forward.
- Then, scroll down to the Opportunities section and click either Opportunities won or Opportunities lost.
- Select an opportunity-type list and specify a period of time for the Close date to view the number of won or lost opportunities, categorized by each Owner.
You'll notice right below an Excel-like table just below the visual graph, neatly displaying how many opportunities each team member has and how many they won.