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Funnels in analytical reports

Rating:
Yana Prokopets
Author: Yana Prokopets
29 March 2017
Sales Funnel shown in leads, deals or invoices analytical reports reflects the number of elements undergone each stage\status for the report period. Sales Funnel does not show the number of leads or deals at the particular stage at the moment. CRM elements (leads, deals, invoices) are dispatched among Sales Funnel levels depending on how they pass the stages/statuses during the period set in the report. Generally, same lead (or deal) passes all or at least several Sales Funnel levels during the report period. 

For example, if you have 1 lead in the set report period, and this lead is converted and has passed all statuses:



 The sales funnel will look this way:




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