How to view prospect contact detail, deal activities and custom fields in the deal report?

User on Web [Admin/Manager Only]

Login to your Outperform account > Click on Report

Step 1: Click on the Deal Report from the Report drop-down

Step 2: Tweak the date and pipeline filter (disregard the pipeline filter if you want to view deal for all pipeline). Click on the View Report button to generate the report. (You can tweak any necessary filter to see the desired deal)

You can click on the download button if you want to view the report in excel view

Step 3: Turn on the Show Activities(to view all deal activities), Show All Field(to view custom fields) and Show Prospect Contact(to view prospect phone number & email address) by clicking on the toggle. Click on the view Report button

Show Activities switch will show all the activities that related to the deals

Show All Field switch will show all custom fields that is tied to the deal, prospect & organization

Show Prospect Contact switch will display prospect’s phone number and email address

Done!

You now know how to view prospect contact, activities and custom fields in the deal report.