Deals, Won, Lost & win rate: the four cards
The four cards across the top of Reports are your headline numbers. Each shows a count and a money line; Won and Lost also compare against the previous period. Click any card to open the deals behind it — a table you can sort and export. Reports is included on the Growth and Pro plans.
Open deals
Every currently open deal in the selected pipeline and owner, with total open value beneath. It's a snapshot of right now, so changing the period won't move it. The drill-down groups the deals by stage.
Won this period and Lost this period
Count and value of deals marked Won or Lost inside the selected period, each compared with the previous one. What puts a deal here is its Status: a deal is counted on the date you marked it Won or Lost, not the date it was created. The Lost drill-down also shows the stage each deal was lost from, which is where loss patterns show up.
Win rate
The share of finished deals you won in the period: won ÷ (won + lost). Open deals are excluded because they haven't finished yet — so a quiet month with nothing closed shows 0%, not a low score. Widen the period (Last quarter, This year, All time) to judge a trend rather than a fortnight.
Example: in a quarter you mark 8 deals Won and 12 deals Lost. Win rate is 8 ÷ 20 = 40%. The 15 deals still open don't change it.
Average days to close
Not on the cards themselves — you'll find it in the Pipeline health summary further down the page. It's your sales cycle: the days between a deal being created and being won. Only won deals count, because lost deals often sit untouched for months before anyone marks them, which would stretch the average into fiction.
Check a card in three steps
- Click the card to open the deals behind it.
- Compare the list with what you expect for the Pipeline, Period and Owner you selected.
- Open any deal that looks out of place and check its Status, stage and dates.
If a finished deal never appears here
It probably still has Status set to Open. Open the deal, go to the Details tab and click Won or Lost. Marking it properly — rather than deleting it or parking it in a final stage — is what keeps these numbers true. See closed and lost deals.
If win rate shows 0%
Nothing was marked Won or Lost inside the period you chose. Try All time, or a longer period.
Money on these cards is shown in your workspace currency. For what's still to come rather than what already happened, see the revenue forecast.
Related articles: Reports overview, filtering your reports, stage conversion and probability.
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