Total Funnel Value - By , Category, Source etc.
This charts will show you the value of the prospects you have in your sales funnel, broken down by different metrics. There are many ways to modify this information to show you exactly what you'd like to see by simply changing how the data is broken down.
This chart assumes you are using different Lists for each step of your sales funnel, along with our other
Sales Teams Recommendations.
Total Funnel Value by Funnel Stage
To get started, create a Bar Chart for open Cards.
At the "Data Breakdown" stage, you would select to group by List.
At the "Filter" stage, you would want to apply a filer for List. Here you would select all of the stages of your sales funnel you would like to include.
Total Funnel Size by Category
To get started, create a
Bar Chart for open Cards.
At the "Data Breakdown" stage you could select the following:
Member - this will display the value of the prospects you have broken down by team member.
Label - this will display the value of the prospects you have broken down by whatever designation you are using your Labels for (See Sales Team Recommendations).
Custom Field Dropdown - this will display the value of the prospects you have broken down by whichever custom field drop down you choose to display. 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, and select the Lists you use to identify your sales funnel.