Before you start
- Use this guide when use deal reporting to understand open, won, lost, and sourced pipeline.
- Start with a small, reviewable example before applying the workflow broadly.
- Confirm the required data, accounts, credits, and permissions are available before you begin.
Recommended workflow
Clarify the goal
Write down the outcome, audience, owner, and success criteria before changing data or launching a workflow.
Prepare the required inputs
Confirm the needed lists, connected accounts, permissions, credits, fields, templates, or source URLs are ready.
Complete the workflow in a small pass
Use deal reporting to understand open, won, lost, and sourced pipeline.
Review the result
Check the saved records, validation state, campaign readiness, or reporting output before using the result elsewhere.
What to do next
FAQ
Who should use read deal analytics?
Use this guide when you need to understand or complete this workflow inside Analytics and reporting. It focuses on the product steps users actually take in DitLead.
What should I check before moving on?
Confirm the saved record, selected audience, connected account, validation state, or result shown in DitLead before using it in another workflow.
Review audience, senders, sequence copy, personalization, schedules, and validation blockers.