Won charts

The second of the three chart sections deals exclusively with opportunities that are won or lost and are no longer in the pipeline. This information is displayed based on the user and date filters you set on the screen (see Using the chart screen for details). There are three charts in this section, each of which are detailed below.

Conversion Ratio

This chart displays:

  • The percentage of closed opportunities that were won in the given date range
  • The percentage of closed opportunities that were lost in the given date range

Hovering over the pie chart displays the number of won or lost opportunities.

In this example, 2 opportunities were lost, accounting for 25% of the total.

Clicking the Closed Lost piece of the pie opens a list showing the opportunities that make up this total:


This shows a list of all two closed lost opportunities.

Closed Won By Source Type

Opportunities can be assigned Lead Sources on the New / Edit Opportunity screen. This chart displays:

  • The number of closed won opportunities from a given lead source in a given date range.
    If no opportunity came from a given source in the date range, that source is omitted from the chart.
  • The total amount of revenue generated by all opportunities from a given source.

The chart groups opportunities based on which source was assigned. If no lead source is assigned to an opportunity/opportunities in the date range, they are displayed as "undefined" in the chart.

Hovering over each bar displays the dollar amount.

In this example, won opportunities originating from the lead source Other generated $480 of revenue.

Clicking the Other bar opens a list showing the opportunities that make up this total:


This shows the two closed won opportunities that originated from the lead source of Other, along with their individual values.

Average Deal Size by User

This chart displays:

  • The users with closed won opportunities in the given date range
    If a user has no closed won opportunities in the date range, that user is omitted from this chart.
  • The average amount of revenue generated by all of their closed won opportunities in the date range

Hovering over each bar displays the dollar amount.

In this example, Sam's closed won opportunities average out to $375 under Average Deal Size by User.

Clicking Sam's bar opens a list showing the opportunity/opportunities that make up this total:


This shows Sam's two closed won opportunities for the date range. The total amounts of $500 and $250 average out to $375.

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