TAT management
Monitor the time each rep spends at every stage, capture accurate sales intel and reduce turnaround time where it actually accumulates.
- Stage-level SLA tracking
- Rep vs team benchmark
- Breach escalation
Stage-wise performance report for every deal in the funnel
See conversion and ageing at each stage, find the exact step where deals stall, and fix the process instead of guessing at the outcome.
Funnel by stage - this quarter
12,480 opportunities
- Stage-to-stage
- 41%
- Worst stage
- Credit
- Stalled deals
- 1,142
- Cycle length
- 18 days
avg conversion
4.8 day dwell
> 7 days idle
-4 vs last Q
Conversion by stage
- Contacted88% pass
- Qualified64% pass
- Documents47% pass
- Credit29% pass
Stalled right now
Credit stage
412 files idle over 5 days
Document stage
268 files awaiting upload
Site visit
97 visits unscheduled
Where exactly is the funnel losing money?
A single conversion percentage hides the problem. Stage-level detail names it.
- Q1
Which stage drops the most deals, and is it people or process?
- Q2
How long does a file sit at each stage before it moves?
- Q3
Which reps clear a stage faster than their peers, and why?
- Q4
Are high-value deals ageing in the same place as small ones?
- Q5
Did last month's process change actually shorten the cycle?
What the report measures
Stage definitions follow your own workflow, whatever it is called internally.
Configurable to your workflowMetricWhat it measuresWhat you do with it
Stage conversion
Share of opportunities that move from one stage to the next.
Target coaching at the leak
Dwell time
Average and median time a deal spends inside a stage.
Set stage-level SLAs
Ageing buckets
Count of deals idle for 0-2, 3-7, 8-14 and 15+ days.
Escalate before a deal goes cold
Drop reasons
Structured reasons captured when a deal exits at a stage.
Fix the top recurring cause
Rep comparison
Same-stage performance across reps, teams and branches.
Replicate what the top quartile does
Value at stage
Pipeline value held in each stage, not just deal count.
Prioritise the stage holding the money
From stage detail to a shorter sales cycle
Capture stage-wise analytics in real time, then act on the one step that is costing you conversions.
Optimise the sales cycle
Analyse stage-wise performance to see where the team is lacking, then redesign the workflow to maximise productivity and keep visibility intact.
- Bottleneck identification
- Workflow redesign inputs
- Before and after comparison
Direct visibility into deals
Track every deal progression in the pipeline and prioritise high-value opportunities with actionable, stage-level insight.
- Value-weighted pipeline
- High-value deal watchlist
- Drill to record
Escalations the report triggers
Stage data becomes useful the moment it interrupts someone.
SLA breach
A deal exceeds the allowed dwell time for its stage.
Stage regression
A file moves backwards, signalling rework or missing data.
Conversion drop
A stage's pass rate falls below its trailing average.
Field rep
Their own stalled deals ranked by value and days idle.
Branch manager
Stage bottlenecks by team, with named files to unblock.
Sales ops
Cycle-length trend and evidence for process change.
How teams consume it
The report is built for the daily huddle, not the quarterly review.
Daily stage digest
Emailed list of files breaching stage SLAs, by owner.
In-app drilldown
Tap a stage to see the exact deals sitting inside it.
Cohort comparison
Compare this month's funnel against any prior period.
Export to BI
Push stage-level data to your warehouse or BI tool.
More reporting in Toolyt
Analytics & Business Intelligence
Dashboards, drilldowns and scheduled reporting on web and mobile.
ViewLive Sales Metrics
Target versus achievement in real time, on the rep's phone.
ViewUntapped Leads Report
Every lead nobody has touched, with the owner named.
ViewLeads Activity Report
The full engagement trail behind each lead and customer.
ViewTAT Analysis Report
Turnaround time from creation to closure, stage by stage.
View
What is a stage-wise performance report?
A stage-wise performance report breaks the sales funnel into its individual stages and measures conversion, dwell time, ageing and pipeline value at each one. In Toolyt it uses your own workflow stages, flags deals that breach stage SLAs, compares reps at the same step and shows whether a process change actually shortened the sales cycle.
Frequently asked questions
Quick answers about how Toolyt works for field sales, lending and service teams.
Talk to our team- What is Boost Your Sales with Detailed Stage Wise Performance Reports?
- Capture stage-wise analytics to provide instant access to Stage Wise Performance Reports, helping you uncover real-time performance and make your business scalable and better.
- How does Toolyt support tAT Management?
- Monitor the time spent at each stage by reps with Stage Wise Performance Reports to capture accurate sales intel, reduce turnaround time (TAT), and increase conversions.
- How does Toolyt support optimise Sales Cycle?
- Analyse & explore stage-wise performance reports to identify where your team is lacking and create an effective sales life cycle to maximise productivity, maintain visibility, and grow revenue.
- How does Toolyt support direct Visibility Into Deals?
- Keep track of every deal progression in your pipeline using stage-wise performance reports, and prioritize high-value deals to get actionable insights for better business decisions
- How does Toolyt support effortless Dashboard Creation?
- Create stunning dashboards with ease. Our interactive designer lets you pull metrics and visualize KPIs without any coding skills.
Start offering your field sales team a better selling experience
Sales professionals from startups to Fortune 500 companies in over 20 countries improve their productivity with Toolyt every day.