Sales Trend Analysis - Total Funnel Value


This chart will show you the total value of your current sales funnel in a quick at-a-glance view. Alongside a Total Sales Value chart this will allow you to see the value of the leads you have currently sitting in your pipeline.

We recommend using custom fields to track your sales value. See Sales Teams Recommendations.

To get started, create a Count or Sum of Cards for open Cards.

  • At the "Totals" stage, you would select "Sales Value" to generate a sum of the field.
  • At the filter stage, you would apply a filter for List. Select the list(s) you use to identify your current sales funnel.

More like this

Everything copyright © Cherry Wood Software ltd.
All rights reserved.