How to View and Understand the Sales Funnel Report ?

The Sales Funnel Report visualizes your sales process from lead generation to conversion, showing drop-off rates at each stage.

Steps to View Sales Funnel Report:

1. Go to Reports in Salesgem.
2. Select Sales Funnel Report.

1. Adjust filters for time frame and team.
2. Analyze funnel stages to spot bottlenecks.

FAQs:

Q3: Does it include both won and lost deals?
A: Yes, with separate tracking for both outcomes.

Q1: Can I see how long leads stay in each stage?
A: Yes, hover over each stage to view time duration.

Q2: Is the funnel customizable?
A: Yes, based on your pipeline setup.