Viewing the funnel widget

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Funnel widgets give you a comprehensive view of how your deals progress through various stages of your sales process/es, so you can identify bottlenecks in the sales process, understand where and why you're losing potential sales, and adjust your sales strategies accordingly.

Note:

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The bar chart shows deal amounts/deal count at each stage, broken down by:

• Converted (): Deals that moved to the next stage in the funnel.

• Open (): Deals left open at the stage.

• Lost (): Deals that were lost at the stage.

Stage details

Hovering over each bar details the:

• Stage conversion: The percentage of deals in the stage that moved to the next stage. 

• Stage win rate: The percentage of deals in the stage that ended up being closed-won.

• Avg days in stage: The number of days a deal spent in the stage.

• The count and value of Lost, Open, and Converted deals in the stage.

Click and to scroll through all stages if they’re outside the frame.

Dive into your funnel

For more details about your sales funnel and about each stage in the funnel, click the widget title, or click and then Expand widget.

In addition to the bar chart, the detailed view of the widget also includes funnel-level supportive metrics, and a stage-level metric table.

Funnel-level supportive metrics

The following metrics are displayed at the top of the view:

• Deals total: The total value of all deals that entered the funnel, alongside the total count of individual deals.

Note:

A deal is included in the report as long as it passed through at least one stage (not including closed-won). 

If it were ingested into the pipeline at a later stage rather than the first one, we consider it as though it had passed through the early stages, but exclude the time it spent in each stage from the calculation to prevent misinformation and maintain pipeline hygiene.

• Funnel win rate: The percentage of closed-won deals out of the total deal count.

• Avg time to convert: The average time it took for a deal to move from the first stage in the funnel to the last one (closed-won).

• Avg deal size: The average monetary value of closed-won deals.

Stage-level supportive metrics

The table below the bar chart show stage-level metrics:

• Deals total: The total value of all deals in the stage.

• Deal count: The number of individual deals in the stage.

• Stage conversion: The percentage of deals that were converted to the next stage.

• Top-of-funnel conversion: The percentage of deals that made it to the current stage out of the funnel’s initial deal count.

• Stage win rate: The percentage of deals that made it to the last stage in the funnel out of the stage’s total deal count.

• Avg days in stage: The average monetary value of each deal, calculated by dividing deals total by the deal count.

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*The features available to you depend on your company’s plan and your assigned seats.