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Are you looking for a smarter way to track and visualize your CRM data? The integration of eazyBI with monday.com allows you to create insightful, data-driven reports that transform the way you manage sales pipelines, deal progress, and customer data.
Today I would like to look at the sales deals analysis , so let’s deep dive into some sales reports!

1. Sales Overview

Let’s start with general overview of the closed deal values comparison to the deal value forecast and compare the current year to previous one to see the progress.

This gauge chart visually compares plans and actual results of those closed deals for the years 2023 and 2024. It highlights real deal performance against forecast estimates as well as forecasting precision. You could replace deal value with revenue and revenue forecast, for example.

2. Closed and Open Deals Timeline with Trends

Let’s have a closer look at deals and compare expected versus actual deal closures for each month in 2024, using blue bars for expected closures and green bars for actual closures. Trend lines show the overall direction of both expected and actual closures, helping you spot discrepancies and track progress throughout the year.
You can also apply filters to move from a comprehensive view to specific product or sales rep’s performance.
This report allows you to easily identify if actual closures meet, exceed, or fall short of expectations. Significant gaps between expected and actual closures could highlight issues in sales forecasting or pipeline management.

3. Closed Deal Actual Value vs Forecast

This report visualizes actual deal values to forecasted best and worst-case scenarios for closed and won deals. It visually displays each deal’s performance with three data points—Best Forecast, Worst Forecast, and Actual Deal Value—making it easy to see which deals exceeded, met, or fell short of expectations. The colour of the actual deal value emphasizes if the value met expectations (green) or exceeded them (violet).
This analysis provides valuable insights into sales performance and helps improve future forecasting accuracy. In this example, the report covers the results of one sales representative, however, it can be adjusted as per need.

4. Closed Deal Actual Closure Date vs Expected

Similarly to the previous report, here I’ve used dates instead of deal value to see if the deal was closed in the expected time period. In order to do that we compare the deal creation date, expected closure date, and actual closure date for closed and won deals. Bar chart highlights three key dates for each deal, allowing sales teams to quickly see if deals were closed earlier or later than expected. This report helps to assess the accuracy of closure predictions, understand deal lifecycles, and identify patterns to improve sales forecasting.

5. Sales pipeline chart
The sales pipeline chart visually displays the distribution of open deals across different stages of the sales process—Lead, Qualified Lead, Proposal Sent, or Negotiation. The length of each segment shows the best forecast deal value. This report helps to quickly assess the pipeline, identify bottlenecks, and prioritize efforts on high-value deals for more effective sales management. By using report filters you can narrow the results to specific sales representative or customer segment.

6. Lead Sources for Open and Closed Deals
This report compares created and closed deals across different lead sources, allowing users to quickly assess the effectiveness of each source. By analyzing which sources generate the most leads and which convert effectively, marketing and sales teams can optimize their strategies and better allocate resources to high-performing lead sources.

7. Customer Segment Analysis
This report compares the number of deals created and closed across different customer segments.The gap between the bars highlights the difference between creation and closure, helping identify sales pipeline trends and conversion rates for each segment. You could dig deeper into customer segment analysis by applying filters of sales representatives or products that are sold.

8. Customer Segment and Lead Source Analysis
In order to find out which lead sources drives the sales in specific customer segment, let’s create a report that visualizes the number of closed deals across different customer segments and lead sources. Using a horizontal stacked bar chart, it breaks down closed deals by lead sources—Social Media, Referral, Email Campaign, and Website—within each customer segment. This report helps marketing and sales teams identify the most effective lead sources for each customer segment, optimizing strategies and driving better results.

Those are just 8 examples of deal analysis reports. Let me know what kind of reports you are using to analyze your deal status.

In the next post, I will dive deeper into sales representative performance analysis. Stay tuned, and feel free to let me know if there’s a specific report you’d like to see included in the overview.