Funnel | Online Help - Zoho CRM

Funnel

A funnel segregates the data based on different stages involved in your business process. For instance, a sales funnel can give you details like particular sales stages that you should concentrate on, stage-wise drop rate in lead conversion process, number of leads/prospects at each stage, etc. Information like this can help you readily plan your upcoming sales activities.  

Based on your business requirement, you can choose from 5 different types of funnels: 

  • Standard
  • Compact
  • Segment
  • Classic
  • Path

To create a funnel

  1. Click the Dashboards tab.
  2. In the Dashboard Builder page, select the dashboard in which the Funnel has to be added.
  3. Click Add Component.
  4. In the Add Component page, click the Funnel.
  5. In the Choose Funnel style page, click the desired funnel style.
  6. In the next page, do the following:
    • Enter the Component name.
    • In Build Your Funnel click Stage 1
    • Enter the Stage name. 
    • Select a Module and Duration from the drop-down list.
      Click + Criteria filter, to remove particular data.
    • Click Done.
    • Click Add Stage, to add the subsequent stages.
  7. Click Save.
Note
  • You can Clone, Edit, Delete, Print, Add to Home, Embed URL or Add a chart to favourite by clicking on the More icon in the component.
  • You can select "This Quarter" as the filter while defining the duration of a metric.


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