How to check deal performance report?

This guide shows how to access and understand the Deal Performance report in OP, which summarizes inbound activity and deal status across pipelines.

Step 1: Access the Deal Performance Report

• Log in to your Outperform account (Web version).
• Click on the Report menu from the left-hand panel.
• Select Deal Performance from the dropdown list.

Step 2: Apply Date Filter (Optional)

• At the top of the page, use the Date Filter to select your preferred date range.
• After selecting the range, click the Apply button to update the chart.

🔎 Note: The Date Filter only affects the first four metrics in the chart:

• Inbound Leads
• Leads Accepted
• Inbound Calls
• Call Converted

Step 3: Understand the Deal Performance Metrics

• Hover over any part of the chart to view user-specific data.
• Here’s what the chart legends represent:
  • Inbound Leads – New leads received in the system.
  • Leads Accepted – Number of leads accepted by sales reps.
  • Inbound Calls – Total inbound calls recorded.
  • Call Converted – Number of calls successfully converted into deals.
  • Open Deals – Total deals that are:
    • Contact Not Made (Mint Green)
    • Needs Follow-Up (Red)
    • Progressing (Brown)
  • Won Deals – Total deals marked as won (Yellow).
  • Lost Deals – Total deals marked as lost (Green).

Step 4: Explore More Information

• For a detailed breakdown of each metric or deal stage, click here.

Pro Tips

• Use this report regularly to evaluate rep efficiency and conversion effectiveness.
• Focus on high “Contact Not Made” counts to identify leads at risk of stagnation.
• Compare Won vs Lost trends over time for strategic improvements.