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Premium Reports: Sales Funnel
The Sales Funnel report shows the progress of opportunities through the different stages of the sales process. This helps sales teams identify bottlenecks and areas for improvement.
- This chart provides a visual representation of different stages of a sales funnel along with the pipeline value of each stage.
- The table provides a detailed pipeline value at each stage for a given month. It also totals the pipeline value for each stage and for each month.
- The filters at the top allow you to filter on the current status, a specific pipeline, and the expected close month to drill down the data.
To download the data in the report click on the three-dot icon over to the top right-hand side of the dashboard, followed by 'Download' to see the download options.
- The refresh interval (text in bold and on top). This reflects how often the data source with the lowest refresh frequency gets updated.
- The last refresh timestamp (text at the bottom). This reflects the earliest time when a data source was last updated in the dashboard.
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