Analyzing your Sales Funnel
How to analyse your sales funnel
As a manager, you need relevant results in order to drive your company. The Reporting section enables you to perform accurate analysis on your business data (Business Intelligence Cube analysis). A specific section is dedicated to each main application, including CRM.
- Go to Reporting→CRM→Opportunities Analysis to perform the following analysis:
- the expected probable revenue to close this month (expected closing = this month).
- the opportunities probable revenue per salesperson / per month, also in graph view.
- Add the bar chart to your main dashboard.
Watch the video:
