Onboarding status
Every deal on the accounts whose Customer Relationship Status is Onboarding in HubSpot: how many were quoted, how many we won, and where the rest fell out.
Show
Deals are dated by the day they were created. Picking an owner shows the deals they own or co-own. Click a client to see its deals; every name opens in HubSpot.
Deals—
Quoted—
Won—
Active—
Lost—
Win rate—
Month by month
Click a month to filter
Won
Active
Lost
Win rate
Target
| Client | Owner | Deals | Quoted | Won | Active | Lost | Win rate | Won value | Lost value | Open value | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total |
| Owner | Clients | Deals | Quoted | Won | Active | Lost | Win rate | Won value | Lost value |
|---|
A deal with an owner and a co-owner counts for both people, so this table can add up to more than the total. Click a name to filter the whole page to that person.
| Client | Owner | First shipment | Quotes sent | Shipments awarded | Projected volume | New lane(s) | Domestic ground |
|---|
Quotes sent counts deals with a Quote Sent Date or a stage past Quote Sent. Shipments awarded counts Closed Won deals. The last three columns read the company fields Projected shipment volume, New lane(s) introduced and Domestic ground opportunity. They fill in as the team completes them in HubSpot.