In deal charts under the Pipeline Manager module, you can download two types of reports- Table Report and Detailed Report.
This feature is available for Won Deal by Agents, Lost Deal by Agents, and Open Deal by Agents.
Deal Chart- Pipeline Manager
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Table report
Table report includes agent name, premium, number of cards, categories and expected revenue.
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Detailed Report
Detailed Report includes deal name, lead name, deal value, stage, source name, email, phone, category, carrier, status, agent, label, due date, won/lost date, last activity and expected revenue.
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Note, this feature is also available in the sales dashboard section under the dashboard. To view the enhancement, navigate to Dashboard>Select sales dashboard and rest will be the same as previously mentioned.
Sales Dashboard
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