The Sales tab

Tillgängligt i ProSå här gör duÖppna i DealJourney

Försäljning is about deals: what is in flight, what will close, and what you are losing.

⟦Försäljningsprognos⟧ projects the period from open deals weighted by stage probability, with a Bästa fall and a Konfidens. It is only as honest as your stage probabilities: Edit your pipeline in the builder.

⟦Pipeline per fas⟧ and Pipeline-täckning 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.

⟦Vinst/förlust-analys⟧ gives Vinstgrad, Genomsn. affärsstorlek and Genomsn. vunnen affär.

⟦Förlustorsaker⟧ is the most useful thing on the tab and the most often empty. Watch {{recorded}} av {{total}} förlorade affärer har en orsak — 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. Förlorad till and Förluster per team break it down further.

⟦Leadkonverteringstratt⟧ and LeadkällkvalitetKonvertering per källa with a Kvalitetspoäng — 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 per 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.

⟦Ej angiven⟧ and Utan team mark records missing the field being grouped on, and are worth fixing at source rather than ignoring.

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