Sales Portal / How To Get Average Deal Size Report?

Updated on 15 May, 2024

Definition:The average deal size report serves as the foundation for the sales representatives' quotas and provides an estimate of how many transactions they should try to acquire.

Objective:This report is best for predicting revenue and monitoring the soundness of your sales pipeline. It also influences your reps' quotas, helping you set expectations and milestones for each sales cycle.

1. Go Reports> Average Deal Size Report
2. A list of average deal size will be generated, which will include the Month, Year and Average Deal Size(in £).

3. Click Export to export report in.csv format if necessary with all pages or, current page and selected rows

4. Click Action> Download to export a report in.csv format if necessary with current list

5. Click Action> Email to get Report Emailing Settings. Enter your email address and time settings (now, recurring, or scheduled). If Recurring is set, the time of recursion must be fixed, such as every day or 7 days. If Custom Date is set, enter the date and time from which the email will be sent.

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