CRM Reporting
Tracking what you are winning
The won trend, what it is telling you about the last few months, and reading it alongside the pipeline.
Last updated September 2, 2026
The won trend shows what has actually been closed over time. Unlike the pipeline, it cannot be inflated by optimism — a deal is in it only once it is won.
Reading it with the pipeline
| Pipeline | Won trend | What it says |
|---|---|---|
| Growing | Growing | Healthy. Work in, work out. |
| Growing | Flat | Deals are going in and not coming out. Check for a stalled stage. |
| Shrinking | Growing | You are closing faster than you are replacing. Fine for a month, a problem by the quarter. |
| Flat | Falling | The pipeline is stale — old deals nobody has closed out either way. |
Watch the lag
What you win this month was created weeks or months ago. A quiet month of new leads shows up in the won trend a whole sales cycle later — which is why the top of the funnel is worth watching even when this month looks fine.
THE HONEST NUMBER
Of everything in the CRM, this is the one that is hardest to talk up. If it is moving in the right direction, the rest is probably working.