If you’re running B2B sales, you know one thing: deals get messy fast. Spreadsheets break. CRMs promise a magic dashboard, then hide your pipeline in 12 tabs. You want a clear way to track where deals stand—what’s stuck, what’s moving, and what’s actually worth your time.
If you’re using Tryleap, you’ve got reporting tools that can help. But only if you know how to use them. This guide is for sales leads, ops folks, and anyone tired of chasing phantom pipeline numbers. We’ll skip the buzzwords and walk through how to actually get useful deal tracking out of Tryleap’s reporting features.
Step 1: Get Your Deals into Tryleap (and Clean Up the Mess)
Before you can track anything, you need your deals in the system—accurately. Sounds obvious, but most reporting headaches start here.
What to do: - Import deals from your old CRM or spreadsheets. Double-check field mapping. If you skip this, your reports will be garbage. - Set up deal stages that match your real sales process. Don’t just use the defaults—if you never use “Negotiation,” kill it. - Make sure deal owners, values, and close dates are filled in. Missing data = broken reports.
Pro tip: Garbage in, garbage out. Take an hour to audit your deals before you dive into reporting. Fix anything weird now, or you’ll be chasing ghosts for weeks.
Step 2: Use the Pipeline Report for a Bird’s-Eye View
Tryleap’s “Pipeline” report is your main dashboard for deal progress. Here’s how to make sense of it:
- Columns = Stages. Each column is a stage in your process (e.g., Discovery, Proposal, Contract).
- Cards = Deals. Each card shows a deal, owner, value, and stage.
- Totals at the bottom. See the value in each stage, plus overall pipeline size.
What works: - Spotting bottlenecks. If deals pile up in one stage, you’ve got a problem there. - Quick health check. You can see at a glance if your pipeline is actually moving.
What doesn’t: - Forecasting accuracy. Don’t trust the total pipeline value as gospel—it assumes every deal will close, which almost never happens. - Customization overload. You can add custom fields, but too many will clutter things up. Stick to what you’ll actually use.
Ignore: Fancy color-coding or “gamification” features. They rarely help and just distract.
Step 3: Set Up and Use the Deal Progress Report
The Deal Progress report is where you actually track movement over time. It’s not real AI, but it’s honest about what’s stuck.
How to use it: - Filter by time period (this week, last 30 days, custom). - See which deals changed stage, which ones stalled, and which moved backwards (yes, that happens). - Export or share the report for your weekly sales meeting.
Why bother? - You’ll actually know which deals are moving, not just sitting in the pipeline. - Great for 1:1s or pipeline reviews—no more “I think that’s still in proposal?” hand-waving.
What to watch out for: - The report only tracks changes after you start using it. If your data’s bad or you just imported everything, the first week will look weird. - Some reps will “game” the system by moving deals back and forth. Don’t overreact to every status change.
Step 4: Use Filters to Slice and Dice Data (But Don’t Overcomplicate It)
Tryleap’s filters let you break down reports by rep, deal size, industry, or custom fields. This is how you answer real questions, like “Which vertical is actually closing?” or “Who needs help?”
What works: - Filtering by owner to spot who’s overloaded (or sandbagging). - Filtering by close date to see which deals are at risk of slipping. - Saving your favorite filter sets for quick access.
What doesn’t: - Going filter-crazy. If you’re slicing by 10 variables, you’ll get confused fast. - Using filters as a shortcut for real pipeline review. You still need to look at the actual deals.
Ignore: Any filter views you don’t actually use. If you’re not tracking “deal region” or “referral source,” skip those fields.
Step 5: Set Up Custom Reports for Your Team (But Don’t Reinvent the Wheel)
Tryleap lets you create custom reports—basically, saved views with your favorite filters and columns. Use these for recurring meetings or specific questions.
Good use cases: - Weekly forecasting call: Show all deals projected to close this quarter, sorted by stage. - Rep 1:1s: Show just that rep’s open deals, with time in stage. - Lost deals analysis: Filter for lost deals in the last 90 days, grouped by reason.
Things to skip: - Over-engineered dashboards. If it takes more than 5 minutes to explain a report, it’s too complicated. - Vanity metrics. Number of emails sent, calls logged, etc.—these rarely help you close deals.
Pro tip: If your team doesn’t look at a custom report for two weeks, delete it. Keep only what gets used.
Step 6: Use Automated Alerts and Scheduled Reports (Carefully)
Tryleap can send you and your team regular summaries or alerts when deals stall, move, or change value.
How to use: - Set up a weekly pipeline summary email for the team. - Get alerts when a deal hasn’t moved in X days. - Schedule a report before your Monday meeting—skip the scramble.
What works: - Nudging reps on stuck deals without nagging. - Keeping leadership in the loop—without building new slides every week.
What doesn’t: - Too many alerts. If everyone gets a notification every time something changes, they’ll just ignore them. - Custom email digests for every minor metric. Stick to the big stuff—pipeline size, deals moving, at-risk deals.
Ignore: Any “AI insights” about your deals unless you can actually verify them. If it sounds too good to be true, it probably is.
Step 7: Review, Adjust, and Don’t Be Afraid to Prune
The best reporting setup is the one you actually use. Every quarter (or sooner), review your reports:
- Are you getting answers to your real questions?
- What’s not getting looked at?
- Are deal stages or fields out of date?
If something isn’t helping, kill it. Don’t be precious about “what we’ve always done.” The simpler your reports, the more likely you’ll actually use them.
A Few Honest Thoughts on Tryleap Reporting
- It’s as good as your data. No tool can fix bad data entry or unclear process.
- Don’t expect magic. Tryleap’s reporting is solid, but it won’t close deals for you or make your pipeline magically accurate.
- Use reports to guide real conversations. The numbers are a starting point, not the whole story.
Wrapping Up: Keep It Simple, Iterate Often
Don’t chase reporting perfection. Get your deals in clean, use a few key reports, and actually look at them every week. When something’s not working, change it. You’ll spend less time staring at dashboards—and more time actually moving deals forward.