Pending Deals Mismatch
Written by Robin
Updated over a week ago

In FollowUpBoss’s deal reporting section, when you apply the timeframe filter as shown in the screenshot, the pending deals are filtered according to their projected Close Date in that particular time frame.

Auctm displays the no. of pending deals added by each agent as an outcome in its “Efforts and Deals” table on the Performance dashboard. So, when filtered by timeframe, Auctm filters the pending deals by the date the Deal was put into the Pending Stage. This is the reason the number of pending deals may not match between the two platforms.

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