Sales Manager here trying to build a funnel for our pipeline.
The current process for building funnels in the report builder asks for Pipeline + lets you add stages.
For some reason, when the funnel is built it only allows you to gather the data of people who have “been through each stage”
Example - If a process goes as follows: Call 1 Scheduled, Call 1 Held, Call 2 Scheduled, Call 2 Held, etc. etc.
- The funnel in this case allows you to add those deal stages but then reports on data of everyone that has been THROUGH those stages.
Ex: 1,500 people in Call 1 Held where there are really 85 currently sitting in that step.
The reason for a funnel is to know who and how many potential prospects are in what stage.. Not who’s been through each.
The Idea - Funnel reporting that pulls based on how many deals are in each stage.