Track how your pipeline stages are performing with the Pipeline Funnel Widget for the Today Page dashboard.
This widget allows you to track the conversion rate of deals at each stage of your sales pipeline so you can identify which stages have the lowest conversion rates and make adjustments to improve those stages.
This widget can help you see if something like the conversion rate at the proposal stage is low. Now, you have an action item, and you know that you may want to review and improve your proposal process.
Pipeline Funnel - Displays a graph of how well deals convert between stages. It shows all deals won or lost by the chosen user, in the selected pipeline, whose close date fall within the specified time period.
The data will display deal count and conversion percentage.
To alter the information that display, just click Filters to make quick changes. You can make changes to the date range, time period and pipeline. When you refresh the page, the widget will reset to the original filters. To set permanent filters for each widget, read on.
Accessing the Pipeline Funnel Widget
Go to the “Manage Widgets” menu on your Today Page dashboard and then select “Pipeline Funnel” to make it visible in your account.
Once added, you can drag and drop the widget around the Today page until it's in the desired spot.
You can set default filters for this widget by clicking "Filters" and selecting from the drop-down list.