Report on Deals

Overview

Deals help you track sales opportunities with prospective customers. You can report on deals and gauge the health of your sales pipeline directly in Apollo with deals analytics.

Check out the following sections to report on deals.

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Report on Deals

You can use Apollo's pre-built analytics directly from the Deals page to track important metrics related to your deals, including deal volume by stages, forecasted revenue, and deal leaderboards by rep.

To access reporting on deals:

1. Launch Apollo and click Deals > Analytics.

2. Apollo displays your team's deals analytics dashboard. You can preview metrics for the following analytics reports related to deals:

   Metric	Description
   Deals Stats	Get an at-a-glance snapshot of your win rate, deal count, total amount won, projected weighted forecasted revenue, and average deal cycle length. Use this metric to quickly assess your entire team's overall deal health and the accuracy of your revenue projections.
   Pipeline	See generated pipeline value, total weighted forecast, amount won, and average deal size in one consolidated table. Use this metric to understand both the volume and quality of opportunities moving through your funnel.
   Deal Volume by Stages	Visualize how many deals are active in each stage of your sales process. Use this metric to spot stage-specific bottlenecks and prioritize where to focus your outreach.
   Average Sales Cycle Length by Stage	Compare the average time deals spend in each stage to uncover where momentum slows. Use this metric to diagnose process inefficiencies and help your team accelerate deal velocity.
   Revenue Trends	Track closed revenue across a selected timeframe to benchmark your team's deal performance against your targets. Use this metric to identify growth patterns, seasonality, and progress toward your goals.
   Forecasted Revenue by Category	View forecasted revenue broken out by Pipeline, Closed, Omitted, and Other categories in a pie chart. Use this metric to better understand your revenue forecast composition and allocate resources accordingly.
   Deals Leaderboard	Rank reps by the amount of pipeline owned and deals closed to highlight top performers. Use this metric to foster healthy competition and recognize high achievers.
   Deal Amount Won by Rep	See each rep’s total closed revenue to gauge individual contributions. Use this metric to identify your strongest revenue generators and tailor coaching.
   Activity by Rep	Displays rep engagement across deal stages in a heat map. Use this metric to evaluate follow-up patterns, ensure timely touches, and balance your team's workloads.
   Deals for Follow-Up	Identify at-risk deals showing less engagement, missed touches, negative sentiment, or stagnation. Use this metric to prioritize rescue actions for aging or inactive opportunities.

3. Apply a timeframe or click Add filter to filter and refine the deals metrics in your dashboard.
4. Click Go to Analytics to browse Apollo's full suite of analytics dashboards and reports or create custom reports for your team.

You've now reported on your team's deals in Apollo.

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Next Steps

Want to learn more about tracking your deals in Apollo? Check out these resources to help your team hit your pipeline goals.

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