Sales Pipeline Analytics
This guide provides step-by-step instructions on how to access and utilize Sales Pipeline Analytics on the NexWave CRM platform. By following these steps, users can gain valuable insights into their sales pipeline and make informed decisions to optimise their sales process.
Step 1: Navigate to the CRM Homepage
Step 1
Step 2: Click "Sales Pipeline Analytics"
Step 2
Step 3: The analysis can be changed using the Filters in the Header area
Step 3
Step 4: If you change to Monthly
Step 4
Step 5: The Analysis re-generates
Step 5