Deal ID
- Requirement
- Core
- Example
- DEAL-2048
- Purpose
- Identifies and groups records accurately
Upload a structured spreadsheet or platform export to create a focused analytics view with verified metrics, comparisons, and charts. Start with the broad analysis below, then move into a dedicated workflow when you need deeper calculations for pipeline, representatives, regions, win-loss, sources, products, and quota.
Supports structured CSV and Excel files. Display only file limits, privacy wording, and export options confirmed in the live product.
Use the fixed preview below to switch between the source spreadsheet and a dashboard sample. Open the full demo in a new tab for every KPI and chart used in the sales analytics tool workflow.
Sales Analytics Tool
Interactive preview from the sample CRM export dataset
Switch preview
Total Records
48
rows in sample
Total Pipeline Created Value
7,308,181
sum of Pipeline Created Value
Total Open Pipeline Value
2,923,243
sum of Open Pipeline Value
Grouped by Date
Full dashboard with all KPI details and 6 charts is on the demo page.
Open full demoThe sample tracks 4 representatives across 4 regions and 12 months, with $293,902 open pipeline in Jun 2026.
Sample win rate: 57.1% from 24 won and 18 lost deals.
Help visitors choose the correct sales workflow for pipeline, quota, product, region, performance, or win/loss analysis.
Sales reporting is reliable only when stages, ownership, dates, and amounts use consistent definitions. The output should reveal movement and bottlenecks rather than repeat the CRM total.
The hub uses file type and business question to route each visitor to one distinct workflow. The sample includes 12 months of CRM export rows across 4 products and 4 lead sources.
The workflow is designed around stage definitions, conversion denominators, and direct links from KPIs to supporting opportunities.
This hub covers pipeline health, representative performance, regional and product splits, win-loss analysis, lead sources, and quota attainment when target data exists — each with visible definitions beside the result.
Open pipeline value, deal count, stage distribution, weighted pipeline, and expected close dates.
Revenue, wins, conversion, average deal value, and activity by sales representative.
Sales value and volume across regions, products, categories, or business units.
Won and lost deals, win rate, loss reasons, and performance by stage or representative.
Actual revenue compared with quota when target data uses aligned periods and owners.
Charts and rate definitions remain visible beside every computed metric.
Use the sample CRM export to follow the source rows, field mapping, validation, and final output as one reproducible workflow.
The source preview highlights the exact columns and representative rows used by the workflow.
| Date | Quarter | Region | Sales Representative | Pipeline Created Value |
|---|---|---|---|---|
| 2025-07-01 | Q3 2025 | North | Jordan Lee | 127,764 |
| 2025-07-01 | Q3 2025 | South | Aisha Karim | 113,415 |
| 2025-07-01 | Q3 2025 | East | Omar Rahman | 123,678 |
| 2025-07-01 | Q3 2025 | West | Sara Ahmed | 119,135 |
| 2025-08-01 | Q3 2025 | North | Jordan Lee | 154,594 |
The finished output includes KPI cards, charts, tables, and report views described in the workflow.
Grouped by Date
Use one clear header row and one consistent record per row. The exact required fields depend on the selected analysis. VizMint should detect available fields, show what can be calculated, and hide metrics that require missing data.
| Column | Requirement | Example | Purpose |
|---|---|---|---|
| Deal ID | Core | DEAL-2048 | Identifies and groups records accurately |
| Created date | Core | 2026-06-01 | Creates trends and period comparisons |
| Close date | Core | 2026-06-01 | Creates trends and period comparisons |
| Stage | Core | Qualified | Enables workflow, funnel, and status analysis |
| Status | Core | Open | Enables workflow, funnel, and status analysis |
| Deal value | Recommended | 12500.00 | Supports totals, comparisons, and financial calculations |
| Sales representative | Recommended | Jordan Lee | Supports totals, comparisons, and financial calculations |
| Region | Recommended | North | Adds a useful breakdown or comparison |
| Product | Recommended | SKU-1042 | Identifies and groups records accurately |
| Lead source | Recommended | Referral | Adds context and improves analysis |
| Loss reason | Recommended | Customer request | Adds context and improves analysis |
| Quota or target | Recommended | 150000 | Adds context and improves analysis |
$293,902 open pipeline and $105,768 weighted pipeline in Jun 2026 across 4 regions.
Omar Rahman leads won revenue at $70,253 in the latest reporting month.
West holds the largest open pipeline share at $78,617. Product and category splits appear when product fields are mapped.
Win rate 57.1% from 24 won and 18 lost deals in Jun 2026.
4 lead sources in the sample file support source-level conversion and revenue comparisons when source fields are present.
Requires quota or target fields aligned to the same owners and reporting periods. The sample CRM export does not include quota columns, so attainment metrics are hidden in the preview.
| Chart or Output | Required Fields | Business Question |
|---|---|---|
| Pipeline by Stage | Stage, Status, Deal value, Close date | Shows open pipeline value, deal count, and stage distribution for the selected records. |
| Representative Performance | Sales representative, Won Revenue, Won Deals, Activity Count | Compares revenue, wins, conversion, and activity by sales representative. |
| Regional Performance | Region, Won Revenue, Open Pipeline Value, Deal Count | Shows sales value and volume across regions or territories. |
| Product Performance | Product, Won Revenue, Won Deals, Deal Count | Compares revenue and deal volume by product, category, or SKU. |
| Win/Loss Trend | Month, Won Deals, Lost Deals, Won Revenue, Lost Deal Value | Shows won and lost deals, win rate, and loss value over time. |
| Lead Source Analysis | Lead Source, Won Deals, Lost Deals, Won Revenue | Compares conversion and revenue contribution by acquisition source. |
| Quota Attainment | Sales representative, Won Revenue, Quota or target, Period | Compares actual revenue with quota when target data uses aligned periods and owners. |
Upload a CSV, Excel file, or supported export containing the records you want to analyze.
Choose the worksheet that contains the main structured table.
Review identifiers, dates, numeric values, categories, statuses, and target fields.
Check record counts, missing values, duplicates, date coverage, and any excluded rows.
Create the supported KPI cards, charts, and comparison tables.
Move to a dedicated workflow when you need deeper calculations, a specialized sample, or a purpose-built output.
| Metric | Formula or Method | Required Fields | Important Rule |
|---|---|---|---|
| Win Rate | Won deals ÷ (won deals + lost deals) × 100 | Won Deals, Lost Deals, and a consistent closed-deal definition | Open deals must be excluded from the denominator unless the workflow explicitly defines a funnel conversion stage. |
| Open Pipeline Value | Sum of deal value for records with open status in the selected scope | Deal value, Status, Stage, and Close date | If close dates or status definitions differ across rows, dependent pipeline metrics should be hidden or explained. |
| Weighted Pipeline | Sum of deal value × stage probability for open deals | Deal value, Stage, and a verified stage-weight model | Stage weights must remain visible beside the result and use one consistent probability map. |
| Quota Attainment | Actual revenue ÷ quota or target × 100 | Won Revenue, Quota or target, Sales representative, and aligned reporting period | If targets use a different period or owner mapping than revenue rows, attainment should not be calculated. |
Use the sales by region content or workflow when the user needs a more specific analysis than the broad hub provides.
Use the win/loss analysis content or workflow when the user needs a more specific analysis than the broad hub provides.
Use the quota attainment dashboard content or workflow when the user needs a more specific analysis than the broad hub provides.
Use the lead conversion funnel content or workflow when the user needs a more specific analysis than the broad hub provides.
This hub starts broad, then routes you into a purpose-built workflow for deeper calculations.
View Live Demo| Problem | Recommended Fix |
|---|---|
| Duplicate deals | Use a stable identifier, review repeated rows, and remove or reconcile duplicates before calculation. |
| Stage-name variations | Standardize labels so the same entity or category uses one consistent value. |
| Mixed currencies | Keep currencies separate or convert them with a verified exchange-rate method before aggregation. |
| Missing close dates | Add the missing field when available; otherwise hide dependent metrics and explain the limitation. |
| Unaligned target periods | Use consistent date formats and align records to the same reporting period. |
VizMint analyzes exports; it does not replace the accounting, CRM, help-desk, HR, warehouse, advertising, or project-management system that produced them.
Upload a structured file to review the available metrics, comparisons, and charts, then open the focused workflow that matches your reporting goal.