Win-rate charts that show which deals close, and a scoreboard of ten numbers with arrows telling you which way they're heading.
The Outcomes report now breaks your win rate down by deal size, how long the deal took, how many people from the buyer were involved, and whether senior stakeholders were engaged. Each chart lets you drill into the deals behind it. It also shows average deal size and cycle length.
KPI tiles put ten core numbers on one dashboard: pipeline created, opportunities created, accounts contacted, meetings held, meetings booked, connected calls, emails delivered, closed-won amount, win rate and average deal size. Each tile shows how it changed from the previous period.
Sales leaders, front-line managers and RevOps.
Real evidence for where to focus, and one scoreboard everyone can glance at instead of five reports.
Open Reports › Overview. Start a layout from blank or copy an existing one, then switch to edit mode.
Add the KPI tiles you want, arrange and resize them, then save. You can make it your default view.
Admins manage layout rights under Users & Permissions › Layouts and Profiles › Sales intelligence tiles.
Steps paraphrased from Outreach's custom reporting layouts article. For win/loss charts, open the Outcomes report from the Reports menu. Menu names can change; check them against your org.
Lyte Sales is a certified Outreach Professional Services partner. We build the layouts, clean up the data behind them, and show your managers how to use them in pipeline reviews.
Talk to Lyte Sales