Report of the week - How do I create essential sales funnel charts on my CRM data?

Report of the week - How do I create essential sales funnel charts on my CRM data?

Funnel charts are used to represent the flow of a process (business metric) across phases. It is primarily used to visualize the progressive reduction in your data metric as it passes from one phase to another.

Each stage in the funnel corresponds to a phase in your business process flow. It visually represents the value or percentage of the data metric in comparison to the initial value or the previous stage value.

The funnels in the following video have been created using the sales data in Zoho CRM. You can similarly create such reports over your Salesforce, Dynamics CRM or HubSpot CRM data.

In this video we will be creating 3 essential sales funnels.
  • Sales Conversion Funnel: To measure the overall conversion rate from initial marketing leads to final sales wins.
  • Sales Person - Pipeline Funnel: To display the sales pipeline across stages.
  • Quotes to Invoices Funnel: To visualize the number of quotes generated, of which the number of sales orders placed and finally the invoices generated.

Examples
Useful References



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