Overview
The Dead Deals report displays all dead deals in your company’s system. You can filter the report by multiple criteria and export the data in different formats for analysis or sharing.
Key benefits / use cases
Track all dead deals across your portfolio.
Filter by time period and attributes to identify patterns.
Export data for reporting or compliance purposes.
How to use the Dead Deals report
Apply filters
You can filter the report using:
Saved Filters
Property
Region/State
Deal Type
More filters – Includes Deal Month options for the last month, 3 months, 6 months, or 1 year.
Export the report
You can export either:
Data currently in view
All data in the report
Export formats include:
Excel
CSV
PDF
Steps to export
Click the black box icon on the right side of the screen.
Select the columns you want to include or deselect columns you don’t need.
Choose your preferred export format (Excel, CSV, or PDF).
Tip: Use column selection to customize your report before exporting for cleaner, more relevant data.
FAQs
Can I filter by time period?
Yes. Under More filters, you can filter by Deal Month for the last month, 3 months, 6 months, or 1 year.
Can I export the report in PDF format?
Yes. You can export the report in Excel, CSV, or PDF formats.
Can I choose which columns to export?
Yes. Use the black box icon to select or deselect columns before exporting.