Note: Deals by Industry report is available for Enterprise Plan users only
Where to find Deals by Industry report?
Navigate to Insights module > Marketing > Deals by Industry
How can I use Deals by Source report?
By analyzing the data generated in Deals by Industry report you will have a clear view of industries where the most of your deals are coming from. There is a list of industries and the number of deals won during the period selected.
On the bottom part of the report there is the list of particular deal's opportunities and most relevant information related to a deal: amount, owner, date created and the industry.
By clicking on the deal's opportunity's title you will be navigated to the deal card.
Pro tip: In order for this report to be calculated correctly- enter the industry to every contact's/company's card! Also, this report will facilitate the decision-making process while assigning the points for effective lead scoring!