Sales Funnel

Opportunities progress through stages of the sales funnel.

Business questions

How many opportunities are currently in different stages of the sales funnel?
How many opportunities enter certain stages every period?

This template provides teams with a clear breakdown of how opportunities are distributed and progress through different stages of the sales funnel. It enables you to assess the entry of opportunities into each stage within specific time periods, offering valuable insights into the overall dynamics of your sales funnel.

Included Metrics (2)

Sales funnel by cohort

The value of opportunities that entered each stage in the sales funnel during the period.

Sales funnel snapshot

The sum of opportunities that were in different stages of the sales funnel at the end of the period.

Included Metrics (2)

Sales funnel by cohort

The value of opportunities that entered each stage in the sales funnel during the period.

Sales funnel snapshot

The sum of opportunities that were in different stages of the sales funnel at the end of the period.

Tags:

Sales

Forecasting

SalesOps

Connections

To begin using this Template, simply click the button.