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Room progress shows you how deals and processes are moving forward based on action completion. It answers the question your CRM can’t: are customers actually doing the things they need to do to get to close? See which rooms are on track, which are stuck, and where to focus your energy.

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How to access

1

Go to Reports → Room progress

Open the Reports section from the main navigation.
2

Select your date range

Choose from preset periods or set a custom range.

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Totals

Number of completed rooms — Rooms where all actions have been completed in the selected time frame. Average completion rate of rooms — The average percentage of actions completed across all rooms. A low number across the board may indicate that action items need to be simplified or re-scoped. Progress overview of rooms — A table showing each room with its last completed action and overall progress percentage.

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Over time

Number of completed rooms over time — Completed rooms charted over the selected time period. Average completion rate of rooms over time — Average room completion rate charted over the selected time period.

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Filter by time period

  • Last 7 days
  • Last 30 days
  • Last 90 days
  • Custom date range