Won Opportunities

This chart counts Opportunities with status Converted by the period of their last modified date, so each bar is roughly the number of deals won that month. One deal won in Bhadra shows a bar of 1. Because it uses the modified date, editing an old won deal moves it into the current month. It reads nothing from the ledger. The trend shows your closing rate; compare it with Opportunity Trends to see whether wins keep pace with new deals.

Each bar = Count of Opportunity where status = Converted and modified falls in the period

1. 01Go to CRM; the chart sits with Opportunity Trends and Incoming Leads.
2. 02Use the timespan dropdown for last year or last quarter.
3. 03Hover a bar to read the number of wins.
4. 04Click the chart to open the Opportunity list filtered to Converted.
5. 05Check each won deal has a Sales Order and an invoice.

Closing rate trend.

One deal won in Bhadra.