Sales Funnel Reporting

This guide provides step-by-step instructions on how to access and navigate the sales funnel reporting feature on a CRM platform. By following these steps, users can gain valuable insights into their sales pipeline, opportunities by lead source, and potential revenue.

Step 1: Navigate to the CRM Homepage

Step 1

Step 2: Click "Sales Funnel"

Step 2

Step 3: You can view the Opportunities by Lead Source

Step 3

Step 4: Click this dropdown to change the view

Step 4

Step 5: You can see the information from CRM through the Sales Funnel by changing the…

You can see the information from CRM through the Sales Funnel by changing the data filter

Step 5