Sales Stage Analysis Dashboard

The Sales Stage Analysis dashboard shows how deals move through stages of the sales process and how conversion takes place in each pipeline stage. It also reveals bottlenecks and exposes at-risk opportunities.

The Sales Stage Analysis dashboard has two tabs that focus on different aspects of stage analysis. Sales Stage Progression focuses on how deals are progressing through the pipeline, while Sales Stage Conversion helps you understand how well you’re converting opportunities to deals.

• Sales Stage Analysis Progression
  Sales Stage Analysis Progression shows how deals move through stages of the sales process and if deals are moving smoothly. It also reveals bottlenecks and exposes at-risk opportunities.
• Sales Stage Analysis Conversion
  Dive into the details of your pipeline using Stage Conversion analysis. You can answer questions such as what percentage of the pipeline progressed beyond each stage in a time period. You can see what percentage of pipeline progressed to close from this stage on the same day of this last period. You can understand what is the average conversion rate for open opportunities for the selected stage.