# 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](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC82NDg1MTUyMC1iYWI5LTQxOTItOTZiYS0xYjYzZTgyMzFhZjIvYXNjcmVlbnNob3QtODNkZmJkNmYuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.WRH_36ON_auumSGiksfNND51-ZWOluZYPjuUcpiVf68)

## Step 2: Click "Sales Funnel"

 ![Step 2](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC8yMGZiNDZjZS0wYTkwLTRiZTEtOTg1Yi1lN2M2YmU3Y2VkNWMvYXNjcmVlbnNob3QtNDJlYzUzOTUuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.NtAbAIPQZgQaJHJ_DSM95m9zc3PHCnlFBZHe-bTP4fA)

## Step 3: You can view the Opportunities by Lead Source

 ![Step 3](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC9lMDhmYTBiZC00MjI1LTQzZTItOGEwMy1kMDMwNzFmMTVjMjMvYXNjcmVlbnNob3QtYWI3NzNjODYuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.VBqIPFt32PFBkFpXanDFuIEu3cluxsJr8sKxoyAy9CI)

## Step 4: Click this dropdown to change the view

 ![Step 4](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC83MTVjZjQ1Ni1iMTYxLTRmMmUtYTAxNC1lZjQ4YjEzZWM4MDEvYXNjcmVlbnNob3QtMDk2YzUwMDQuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.usDzVgR9FVW4I_4jfOK6K1nVaHsIcCFfpYplIiWxQmI)

## 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](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC9kMTVmNDJjZC1iZTNiLTQ1YmQtODU1My1jZDA1ZDMzMjkxMGUvYXNjcmVlbnNob3QtNzlkMWZkNjEuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.Cm6FAQ4idmf_EkQ1wgRTQP9M968azc3BAq9KFFcrsu4)