
{"id":3795,"date":"2017-06-14T14:00:35","date_gmt":"2017-06-14T12:00:35","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=3795"},"modified":"2017-11-17T14:50:07","modified_gmt":"2017-11-17T13:50:07","slug":"closing-rate","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/closing-rate\/","title":{"rendered":"Closing rate"},"content":{"rendered":"<p>It\u00a0indicates how efficiently your sales reps work by using the system.<\/p>\n<h3>Settings<\/h3>\n<ul>\n<li><strong>Closing date:<\/strong> Only those <a href=\"..\/what-is-an-opportunity-card-good-for\/\">cards<\/a>\u00a0will be examined that were closed during the examined period. <strong>Every number is calculated according to this<\/strong>.<\/li>\n<li id=\"Usersandgroups\"><strong><a href=\"..\/what-is-an-opportunity-card-good-for\/\">Users<\/a> and <a href=\"..\/restricted-to-group-rights\/\">groups<\/a>:<\/strong> Only the opportunity <a href=\"..\/what-is-an-opportunity-card-good-for\/\">cards<\/a>\u00a0of the selected <a href=\"..\/how-to-manage-users\/\">users<\/a>\u00a0or <a href=\"..\/restricted-to-group-rights\/\">user groups<\/a>\u00a0(in new Sales term\u00e9ke) will be examined.<\/li>\n<li id=\"Qualificationinnewsalesterm\u00e9ke\"><strong>Qualification (in new Sales term\u00e9ke):<\/strong> By selecting an option, only VIP, Qualified, or Unqualified leads will be displayed.<\/li>\n<li><strong>Views:<\/strong> You can choose from <a href=\"..\/how-to-manage-users\/\">User<\/a><strong>\u00a0<\/strong>and <a href=\"..\/restricted-to-group-rights\/\">User groups<\/a>\u00a0view. The diagram will be rearranged and the cards will be grouped according to the selected option.<\/li>\n<\/ul>\n<h3 id=\"Lezrsiarny\">Closing rate<\/h3>\n<p>Shows the percentage of opportunity <a href=\"..\/what-is-an-opportunity-card-good-for\/\">cards<\/a>\u00a0that were closed as won within the examined period.<\/p>\n<h3 id=\"Closedwon\">Closed won<\/h3>\n<p>Shows the number of cards that were closed as won within the selected period.<\/p>\n<h3 id=\"Closedlost\">Closed lost<\/h3>\n<p>Shows the number of cards that were closed as lost within the selected period.<\/p>\n<h3 id=\"StayedinSalesfor\"><\/h3>\n<h3 id=\"Forgotten\">Forgotten<\/h3>\n<p>Only in new Sales term\u00e9ke. Here you can see those leads with whom you didn\u2019t start to deal in time.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>It\u00a0indicates how efficiently your sales reps work by using the system. Settings Closing date: Only those cards\u00a0will be examined that were closed during the examined period. Every number is calculated according to this. Users and groups: Only the opportunity cards\u00a0of the selected users\u00a0or user groups\u00a0(in new Sales term\u00e9ke) will be examined. Qualification (in new Sales [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[397],"tags":[464,466,478,482],"class_list":["post-3795","post","type-post","status-publish","format-standard","hentry","category-reports","tag-project-en","tag-report-en","tag-status-en","tag-user-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Closing rate - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"It\u00a0indicates how efficiently your sales reps work by using the system. 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