Total Funnel Size - Count of Opportunities
This chart will show you a count of the number of prospects you have in your sales funnel.
This chart assumes you are using different Lists for each step of your sales funnel. See Sales Teams Recommendations.
To get started, create a Count or Sum for open Cards.
- At the "Totals" stage you would select Cards.
- At the "Filter" stage you would apply a filter for List, and select the List(s) you use to identify all stages of your sales funnel.
- Here you could filter for a single stage in your sales funnel. For example if you wanted to look at new leads, you would apply a filter for List, and select "New" from your sales funnel stages.