While you decide to grow your business there are certain challenges that the teams face in terms of tracking - how long is the sales cycle for them? How do they nurture leads that don't advance past the first hurdle? Why are their leads dwindling, exactly?
To answer these questions, Salesmate provides you with a dedicated system widget known as the Sales Funnel.
- How to Add the Widget to the Dashboard
- Different conversation stats and what they mean
- Expanded view of the report
How to Add the Widget to the Dashboard
To add this widget, follow the steps down below
- Navigate to Dashboard
- Click on Add Widget on the top right.
- Further, you will be redirected to the widget library section, wherein you can search for the report and add it to the dashboard.
- Once you add the report, this is how it will show up on your dashboard
Different conversation stats and what they mean
There are three different stats that you can find, namely -
- Current - Indicates the number of deals that are currently present under the specified stage and created during the applied time duration.
- Progressed - Indicates the number of deals that have moved to the next stages other than the current stage during the applied time duration.
- Lost - Indicates the number of deals lost in the specified stage during the applied time duration.
Expanded view of the report
- You can click on the Zoom icon present under the report to expand the view and further check the details
- Once you expand the view, you will be able to check for the required details as shown
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