How to Set Up the Opportunity Funnel Report

135 0 0 August 13, 2020

The Opportunity Funnel report brings absolute clarity to where opportunities are being won, lost, and what the overall conversion of your pipeline is.

Search for the Opportunity Funnel Template

To begin, click the + icon on the Dashboard and type funnel into the search bar. Then select the Opportunity Funnel template.

Chart Tab

Display Type

There is only one Display Type, which is Funnel.

Miscellaneous

There are many check boxes under the Misc section. Go ahead and check all of them to get a feel for what they do.

funnel is the only display type. click each check box to display those values.

Options Tab

Open Stages

Now navigate to the Options tab and add all of your open stages. Add them in the same order a prospect will go through your pipeline. If for any reason you need to reorder them, they are drag and droppable.

Won and Lost Stages

Then select your Won stage and give it a label. This will be shown at the bottom of your funnel after all of your open stages.

select your won stages and give it a label

Next, select your lost stage.

Date Range

Then select your date range.

Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report. A perfect use of criteria builder for this report template would be building an opportunity funnel for each sales rep.