Deals by Teammates/Team | Recruit CRM

What this feature does and when to use it?

The Deals by Teammates/Teams report provides a comprehensive view of your deal pipeline, helping you monitor revenue opportunities and track how deals are progressing across different deal stages. It enables you to compare the performance of individual teammates and teams by analyzing deal counts, deal values, weighted deal values, and stage distribution over a selected time period.

Use this feature when:

• You want to see how many deals each teammate or team is managing across different deal stages.

• You need to monitor the value and progress of revenue opportunities in your deal pipeline.

• You want to compare deal performance between individual teammates and teams.

• You need to export deal data or charts for reporting, presentations, or further analysis.

Generate and Analyze the Deals by Teammates/Teams Report

1. Open the Deals by Teammates and Teams Report

Navigate to the Reports section from the left-hand navigation menu.

Open the Deals Report, then select Deals by Teammates/Teams.

2. Select team members or teams

Choose the team members you want to include in the report from the user dropdown.

If you want to view the combined performance of all selected users, select Total Deal Statistics. Alternatively, select individual team members to generate recruiter-specific reports.

If you're on the Business Plan or above, you can also select one or more Teams along with the team members to generate team-level reports.

3. Select the deal stages (KPIs)

Open the Deal Stages (KPI) dropdown and select the deal stages or metrics you want to include in the report.

4. Select the date range

Choose the required date range for the report. You can select one of the predefined ranges or specify a Custom Date Range by choosing the desired start and end dates.

You can also choose whether the report should be based on the deal's:

• Added On date – The date the deal was created in Recruit CRM.

• Close Date – The date the deal was marked as closed.

5. Generate or save the report

Click Generate Report to run the report.

If you plan to reuse the same report configuration in the future, click Save and Generate Report to save the report settings while generating the report immediately.

Once the report is generated, you'll see interactive charts displaying the selected deal statistics.

View Deals by Numbers and Value

The report provides two different ways to analyze your deal pipeline:

• Numbers – Displays a bar chart showing the number of deals in each deal stage for the selected team members or teams during the chosen date range.

• Value – Displays the percentage distribution of the total deal value across the different deal stages.

Drill Down into Deal Details

Each bar in the chart is clickable.

Click any bar to open a detailed list of the deals associated with that stage for the selected time period.

Within the detailed report, you can:

• Review the underlying deal records.

• Sort the data by clicking any column header.

• Customize the displayed information using Edit Columns.

• Apply additional filters to narrow down the results.

• Perform a Boolean Search to quickly locate specific deals.

• Export the filtered deal list as a CSV file.

Review Deal Value and Weighted Deal Value:

Below the bar chart, you'll find two donut charts that provide additional insights into your deal pipeline.

1. Deals by Value:

This chart shows the percentage distribution of the total deal value across each deal stage.

For example, if there are six deals in the In Progress stage, the total value of those six deals is added together, divided by the total value of deals across all stages, and then converted into a percentage.

2. Deals by Weighted Value:

This chart displays the percentage distribution based on each deal's weighted value rather than its actual value. It calculates the total weighted value of deals in each stage, divides it by the weighted value of deals across all stages, and converts the result into percentages.

Understanding the Charts

📌 Bar Chart

The bar chart displays historical data, showing every deal stage a deal passed through during the selected date range. As a result, a deal may appear in multiple stages if it moved through them within that period.

📌 Donut Charts

The Deals by Value and Deals by Weighted Value donut charts display live data, meaning each deal is counted only in its current stage at the time the report is generated.

Export the Report:

You can export the report in multiple ways:

• Click Export Report to CSV to download the detailed report data as a CSV file.

• Click the Export icon in the top-right corner of any chart to download it as a PNG, JPG, or SVG image.

• Click any bar in the chart to open the detailed candidate list for that stage, then select Export Report to CSV to download the detailed candidate report as a CSV file.

Troubleshooting

Problem: The Teams option is not available in the report

Likely cause: The account is not on the Business Plan or higher.

What to check: Confirm the current subscription plan.

Resolution: Upgrade to the Business Plan or above to access team-level reporting.

Problem: The numbers in the bar graph do not match the donut charts

Likely cause: The bar graph shows historical data, while the donut charts show live data.

What to check: Confirm whether you are expecting historical stage movement or current stage distribution.

Resolution: Use the bar graph when analyzing all stages deals passed through in the selected timeframe, and use the donut charts when you need current-stage snapshots.

Problem: Deals are missing from the report for the expected period

Likely cause: The wrong date filter (added on vs close date) or date range is selected.

What to check: Verify whether the filter is set to “added on date” or “close date,” and confirm the chosen date range.

Resolution: Adjust the date type and range to match how you want to filter deals (by creation or by closure).

Problem: Cannot see specific fields in the detailed deal view

Likely cause: The required columns are not enabled in the detailed view.

What to check: In the detailed deals view, open the column settings from the top right corner.

Resolution: Edit the columns and select the specific deal details you want to display, then re-run or refresh the view.

FAQs

What does the Deals by Teammates and Teams report show?

It shows the number and value of deals in different deal stages for selected team members and, on Business Plan and above, for teams, along with historical bar graphs, live donut charts, and a detailed table.

Who can use the Teams part of the report?

Only users on the Business Plan and above can use the Teams report functionality.

What is the difference between deals by value and deals by weighted value?

Deals by value show the percentage share of total deal value per stage. Deals by weighted value add the weighted deal value of deals in a stage, divide it by the total weighted deal value across all stages, and then convert that into a percentage.

How are percentages calculated in the value chart?

For example, if there are six deals in the “In Progress” stage, the system adds the deal value of those six deals, divides that sum by the total deal value of deals across all stages, and converts the result into a percentage.

Can I export charts and tables from this report?

Yes. You can export bar and donut charts as PNG, JPG, or SVG from the top-right corner of each chart, and you can export detailed tables and deal lists as CSV using the Export to CSV button.

Conclusion

The Deals by Teammates and Teams report in Recruit CRM gives you clear visibility into deal volume, value, and stage distribution across your users and teams, with flexible filters and export options for deeper analysis.