How to Create a Deals Timeline Report

A Deals Timeline Report is a powerful tool for visualizing the lifecycle of deals from start to close. This report helps you track how long each deal spends in the pipeline, offering valuable insights for better forecasting, improving resource allocation, and identifying trends in deal closure times. By leveraging these insights, you can fine-tune your strategy and optimize the efficiency of your deal management process.

Visualization Example:

Steps:

From the Explore menu, select Pipeline Deals.
In the Field Picker Pane, under the Deal section, select:
Deal Title
Start Date
Signing/Close Date

Note: You can choose any date field that you prefer to represent in your report (i.e. LOI Signed, etc.)

Click on Run button at the top right to generate the data.
In the Visualization Pane, choose “Timeline” as the chart type, as shown below:



For further customization, go to Edit → Collection and select your desired color palette.



By creating a Deals Timeline Report, you’ll gain a clearer understanding of how long it takes to close deals, spot potential delays, and identify opportunities for process improvement. This type of visualization helps teams make more informed decisions on deal progression and forecasting.

Updated on: 03/10/2024