Filters

Closing
Users

Deal Stage/Forecast Category

This option can be seen on the top right corner below the heading.
So essentially just above the bar graph there’s an option in filters to choose the broad filter type namely 1. Forecast Category and 2. Deal Stage . Even when deal stage is chosen there’s multi select option to select one or more deal stages for which the visualization is required.

forecast category.svg

This widget filter is to decide the type of visualization the user wish to see. One with all the Deal Stages or Forecast Categories.

Data Boxes

Data Boxes can be seen just below the heading above the graph

They are to provide the user a quick insight on the analytics related to the funnel.

These are real time numbers which can be seen updating as the deals travel through the funnel

Win Rate from Proposal

Avg Cycle

Avg Won Amount

Values for all these metrics can be seen just below their heading. along with some complementary metrics in the same Data box.

Graph

This graph shows how deals are progressing through the sales funnel, what are the conversion percentages and what is the average time a deal spends in a particular stage.

The visualization is really simple and intutive, where the user can see the funnel shrinking with each step.