The Sales tab

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

The period picker decides what counts, and beside it a second choice says what the change is measured against: the stretch just before, or the same dates last year. Besides "Last 7 / 30 / 90 days" and "Last 12 months" it offers whole calendar periods: *This month*, *Last month*, *This quarter*, *Last quarter*, *Year to date* and *Last year*, where quarters and years follow your workspace's fiscal year. Won and lost deals are counted by the day they closed, inside the period ("Last 30 days" is the 30 days ending today). A deal's creation date plays no part: a deal imported last week that closed two years ago belongs to two years ago. The open pipeline is a snapshot of what is open right now, so it does not change with the period, and its card says "Right now".

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 Leads per källa cover the leads created in the period; Konvertering per källa is the share of the deals that closed in the period which were won, per source. Together they 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 same 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.

Click a stage bar or a won/lost slice to open Posterna bakom detta värde. The stage keeps its actual selection, including Ej angiven, and the closed deals keep the period and people selected when the report ran. Opening a chart does not translate it into a different list filter.

The count and value beside each loss reason or team open their matching source records too. Competitor counts retain the spelling groups used by the report. Use Exportera alla poster for the complete matching list, or Öppna post to open a sale. Values use the same currency conversion as the chart. If records change afterward, the panel explains why its current total differs from the earlier report.