Deal Reporting and Key Metrics

Data-driven decision making is essential for sales success. Tesoro CRM provides comprehensive reporting tools to monitor pipeline health, track performance, and identify opportunities.

1. Pipeline value metrics:

• Total pipeline value: Sum of all active deal values
• Weighted pipeline: Value × stage confidence percentage
• Pipeline by stage: Value distribution across stages
• Average deal size: Mean deal value

2. Conversion metrics:

• Overall win rate: Won deals / Total deals
• Stage conversion rates: Conversion per stage transition
• Lead-to-won rate: New leads that close
• Time to close: Average days from creation to won

3. Activity metrics:

• Deals created: New deals per period
• Deals won: Closed deals per period
• Deals lost: Lost deals per period
• Pipeline velocity: Speed deals move through stages

Access reports via Dashboard > Deal Reports:

Available reports:

• Pipeline overview: Current pipeline status and value
• Won/Lost analysis: Closed deals and verlies redenen
• Conversion funnel: Conversion rates per stage
• Agent performance: Individual and team metrics
• Time-to-close analysis: Deal duration patterns

Filtering options:

• Date range (this month, quarter, year, custom)
• By agent or team
• By deal type (sale, rent, commercial)
• By property type
• By value range

Export options: PDF, Excel, CSV

Healthy pipeline signs:

• Balanced distribution across stages (niet all in one stage)
• Consistent new deal flow
• Good stage-to-stage conversion (>30%)
• Minimal stagnant deals (>14 days in stage)
• Win rate > 20%

Warning signs:

• Too many deals in vroege fases (qualification bottleneck)
• Long time in Negotiation (pricing issues)
• High loss rate at specific stage (process problem)
• Decreasing new deal creation (lead generation issue)
• Low pipeline value (need more high-value opportunities)