The Sales tab
Salg is about deals: what is in flight, what will close, and what you are losing.
⟦Salgsprognose⟧ projects the period from open deals weighted by stage probability, with a Bedste tilfælde and a Konfidens. It is only as honest as your stage probabilities: Edit your pipeline in the builder.
⟦Pipeline pr. fase⟧ and Pipeline-dækning answer whether there is enough in the pipeline at all. Coverage is pipeline against target — the number that tells you in month one that the quarter is already at risk, while there is still time to do something.
⟦Vind/tab-analyse⟧ gives Vindrate, Gns. handelsstørrelse and Gns. vundet handel.
⟦Tabsårsager⟧ is the most useful thing on the tab and the most often empty. Watch {{recorded}} af {{total}} tabte aftaler har en årsag — with reasons recorded on a third of lost deals the breakdown is not evidence, it is a sample of whoever bothered. Get the coverage up first, then trust the chart. Tabt til and Tab pr. team break it down further.
⟦Leadkonverteringstragt⟧ and Leadkildekvalitet — Konvertering pr. kilde with a Kvalitetspoint — tell you which sources are worth paying for. A source with high volume and a poor conversion rate is costing you selling time, not making you money.
⟦Bidrag pr. person⟧ splits the period by person. Read it with the loss reasons beside it: a low win rate with "price" against every loss is a pricing conversation, not a coaching one.
⟦Ikke angivet⟧ and Uden team mark records missing the field being grouped on, and are worth fixing at source rather than ignoring.
Var det her nyttigt?