In today’s competitive sales landscape, knowing how to view your deals in a CRM system isn’t just convenient—it’s essential. Whether you’re analyzing past deals, tracking current opportunities, or planning future strategies, having a clear view of your sales pipeline can make all the difference.

This guide walks you through the best tools to view your deals and track performance effectively, tips for customizing your dashboards, and strategies for leveraging insights from closed deals to boost your sales success.

Why It’s Important to View Your Deals

Understanding your sales performance starts with visibility. By tracking your sales and learning how to view deals by status, you can:

• Identify trends: Spot patterns in past deals to improve forecasting.
• Optimize resources: Focus on deals with the highest potential.
• Streamline your workflow: Simplify sales processes and improve efficiency.

For sales professionals, viewing past deals for sales forecasting is key to setting realistic goals and adapting strategies to hit targets.

How to View Your Deals in a CRM System

What Is a CRM System?

A CRM system centralizes all your customer and deal data in one place. Tools like Salesforce, HubSpot, or Zoho CRM are among the top CRM features for viewing deals and insights in real time.

Viewing Your Deals Today: Tips for Effective Tracking

To maximize the potential of your CRM:

• Organize your pipeline: Sort deals by stage, priority, or revenue potential.
• Customize your dashboard: Learn how to customize your dashboard to view deals easily and highlight key metrics.
• Leverage reports: Create reports to view your deals effectively, including filters for timeframes, regions, or performance indicators.

Best Tools to View Your Deals and Track Performance

1. CRMs for Sales Management

CRMs are the backbone of deal tracking. They allow you to track every interaction, automate follow-ups, and easily view your team’s deals and collaboration progress.

Top CRM systems for tracking deals include:

• HubSpot CRM: Offers a free tool with customizable dashboards.
• Salesforce: Packed with advanced analytics to view deals by performance.
• Zoho CRM: Features pipeline trackers for enterprise-level sales management.

2. Pipeline Trackers for Visualization

Knowing how to use a pipeline tracker to view and manage your deals can enhance visibility. These tools visually map out each stage of your sales process:

• Pipedrive: Drag-and-drop functionality simplifies deal tracking.
• Monday.com: Allows real-time updates for team collaboration.
• Trello: Ideal for smaller teams needing a lightweight solution.

How to View Your Past Deals in a Sales Pipeline

Why Past Deals Matter

Tracking past deals for sales improvement is crucial for refining your approach. Your closed deals hold valuable insights about:

• Customer behavior: What types of clients are most likely to convert?
• Bottlenecks: Where do deals tend to stall?
• Winning strategies: What techniques close deals faster?

Steps to View Your Deals and Prioritize Follow-Ups

1. Filter your pipeline: Sort by closed-won or closed-lost status.
2. Analyze deal length: Compare the time spent in each stage.
3. Review notes: Assess client feedback or objections to improve future pitches.

How to Analyze Past Deals for Future Sales Success

Analyzing past deals isn’t just about identifying what went wrong; it’s about building on your successes. Using analytics to view your deals by performance helps you determine:

• Which deal sizes convert the most.
• The best times of year to close deals.
• How your team can improve follow-up speed and effectiveness.

Viewing Your Closed Deals and Identifying Trends Today

Many CRM systems offer ready-made templates to pull reports. Use these to:

• Measure conversion rates.
• Assess deal profitability by client type or region.
• Compare team member performance across the same timeframe.

How to Use Analytics to View Your Deals by Performance

1. Set KPIs for Sales Metrics

Define key performance indicators (KPIs) that matter most for your team, such as:

• Average deal value.
• Win rate percentage.
• Average time to close.

2. Automate Deal Tracking

Automating deal tracking lets you view your deals anytime without manual updates. Most CRMs now offer AI-driven insights, showing how close you are to hitting your targets.

Simplifying Your Sales Workflow: View Your Deals at a Glance

Customizing Dashboards for Real-Time Insights

Simplify your workflow by customizing your CRM dashboards. Top CRM features for viewing deals and insights include:

• Real-time updates: Ensure you’re always seeing the latest data.
• Priority flags: Highlight urgent deals requiring immediate attention.
• Pipeline heatmaps: Quickly identify which stages need focus.

Collaborate With Your Team

Sales is a team effort. Easily view your team’s deals and improve collaboration by integrating tools like Slack or Microsoft Teams into your CRM. This ensures everyone is on the same page and can contribute to moving deals forward.

Steps to View Your Deals and Optimize Your Sales Strategy

1. Segment Your Pipeline: Break deals into categories like “hot,” “warm,” and “cold.”
2. Schedule Pipeline Reviews: Set aside weekly time to review open and closed deals.
3. Prioritize Follow-Ups: Ensure no high-value deal is left unattended.

Why It’s Important to View Past Deals for Sales Forecasting

Sales forecasting relies on accurate data from past deals. By looking at trends, you can predict:

• Future revenue potential.
• Seasonal fluctuations in deal closures.
• Long-term client retention rates.

The ability to view your closed deals and identify trends today empowers sales managers to make strategic decisions and set realistic targets for their teams.

Real-Life Example: Simplifying Deal Tracking

Take the example of Emma, a sales manager in enterprise software. Emma used her CRM’s dashboard to automate deal tracking, helping her team easily view deals by status. The results?

• A 30% increase in follow-up efficiency.
• Reduced deal closure times by two weeks on average.
• Improved forecasting accuracy, leading to better resource allocation.

Emma’s success story demonstrates the value of tools and best practices for viewing past deals in enterprise sales.

Final Thoughts: Easily View Your Deals and Improve Your Close Rate

Viewing your deals effectively—whether through CRMs, pipeline trackers, or customized dashboards—can transform your sales performance. By combining real-time tracking, historical analysis, and proactive follow-ups, you’ll not only simplify your workflow but also boost your close rate.

Key Takeaways:

• Use CRMs and pipeline trackers to streamline your sales processes.
• Analyze past deals to refine your strategies for future success.
• Customize dashboards for actionable insights at a glance.
• Automate deal tracking for improved efficiency and collaboration.

With these strategies, you’ll have the tools and insights needed to achieve consistent sales growth and success.

Book a demo with Pod today, for more on a tool made by sellers, for sellers.