Matrix Support

Deal Status Report Overview

    The Deal Status Report allows you to view the deals that you have closed, or, are expecting to close within a specified time period. 

    To create the Deal Status report, please follow the below instruction:

    1. Please navigate to Reports on the menu bar.

    2. Click Forecasting & Deals tab.

    3. Click Deal Status Report link.

Keyword Search: deals, lost deals,pending deals, won deals, proposed deals, number of deals, run a deals report, running a deals report

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