Sales Funnel

Opportunities progress through stages of the sales funnel, showcasing the conversion rates by stage.

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, considering the conversion rates by stage. 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 and the efficiency of conversion rates by stage.

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

Sales Funnel

Opportunities progress through stages of the sales funnel, showcasing the conversion rates by stage.

Connections