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Sales Funnel

Sales funnel is an analytical tool used to monitor the efficiency of sales dynamics.

APRO CRM provides an advanced sales funnel that shows how many deals there are on each stage of the funnel.

For sales funnel, go to page "Deals":

You will see current deals analytics:

You can flexibly select the types of stages and adjust their consecutive order following these instructions.

CRM provides for several sales funnel types:

1. Deals efficiency (the number of deals progressed from one stage to another in a certain timeframe).
2. Deals generation speed (average stage duration for deals created during a certain timeframe).

3. Sales funnels of the following types:

3.1. Report — number of deals successfully closed/lost (shifted to the corresponding stages) or in processing (on intermediate stages).  
3.2. Deals value — lost, won and the ones in processing.
3.3. Diagram of deals value by stages.
3.4. Allocation of deals created during a certain timeframe by stages today.

* paragraphs 3.1 and 3.2. require setting fields associations (see Setting fields associations for reports).

The deals analytics page also displays the activity type deals originate from. This is a very powerful marketing tool to detect the sources bringing new deals:


You may also be interested in: Blacklist

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APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system