Ability to track an average of how fast deals are marked dead + More.
Yazan Roman
In the analytics pages of the store, there should be a health report of some kind that allows management to see on average how fast leads and deals are marked dead, and possibly with data/stats on the attempted amount of contact made by the salesperson prior, along with data showing the top marked reasons as to why deals are marked dead as well.
Shelby Parker
Thanks for sharing this, Yazan Roman — really helpful context. A health-style report showing the average time to mark leads/deals as dead (plus contact attempt activity and the top “dead” reasons) makes a lot of sense for management visibility. I’m looping this into our review with the team, and we’ll follow up if we need any additional details to make sure we’re capturing the right metrics.