Stage-Wise Call Volume in Sales Pipeline Report Follow

The Stage-Wise Call Volume in Sales Pipeline Report allows you to analyze the volume and distribution of calls across various stages of your sales pipeline, giving insights into sales activity at every phase of the funnel.

• This report can be presented as either a bar chart or a pie chart, providing flexibility in how you view your data.
• This report provides a detailed overview of the call volume at various stages of the sales pipeline. It tracks the total number of calls logged in the system and aggregates the data based on the count of calls, offering clear insights into call activity across different deal stages.
• The report is pre-set to display data exclusively for the Sales pipeline with a default date range of the last 30 days, offering users the flexibility to adjust the date range.

• Clicking on any bar in the chart allows you to View Related Records, displaying a list of all calls associated with that deal stage, and will open the Transcription Listing Screen with the relevant filters already applied for quick and focused analysis.
• Add this report to your dashboard by clicking on the Add widget button, choosing the conversations filter on the left panel then selecting the report and clicking on the Add to dashboard option.
• Customization Tips
  • You can apply Time, Period, or user filters to tailor the report view to your needs.
  • This report can be customized to suit your needs, leveraging the robust reporting engine.

Usage

This report is beneficial for sales managers and teams who want to:

• Understand which deal stages are receiving the most attention through calls.
• Identify stages that may require additional focus based on lower call activity.
• Access detailed call data directly through drill-down functionality for deeper insights.