Sales Funnel Management
The Sales Funnel Management module provides a structured and visual representation of the entire sales journey, from initial lead qualification to final deal closure.
It enables sales teams to track deal progress across multiple stages, prioritize opportunities, and identify potential bottlenecks in real time. The pipeline is designed using a Kanban-style approach, allowing intuitive movement of deals between stages.
🔄 Pipeline Stages
New
Deals created from newly converted leads awaiting initial action.
Qualified
Deals validated based on customer requirements, budget, and interest.
Proposal
A formal proposal or quotation has been shared with the client.
Negotiation
Ongoing discussions related to pricing, terms, or customization.
- Closed (Won/Lost): Final stage where the deal is successfully closed (Won) or marked as Lost.
⚙️ Core Functionalities
- Drag-and-Drop Movement: Move deals across stages using a Kanban interface.
- Deal Creation & Editing: Manage deal details including value, client, and closure date.
- Stage-wise Tracking: Monitor deals at each stage and identify delays.
- Revenue Forecasting: Estimate potential revenue based on deals in different stages.
- Activity & Remarks: Track all interactions, notes, and updates related to each deal.
📋 Detailed Field Explanations
| Field Name | Description & Usage |
|---|---|
| Opportunity ID | A unique, auto-generated system identifier for this specific sales deal. |
| Contact | The specific stakeholder (Customer/Lead) who is the primary point of contact for this deal. |
| Product / Service | The specific item or service being pitched in this deal. |
| Deal Value (MRC / ARC) | The financial worth of the opportunity, split into Monthly Recurring Revenue (MRC) and Annual Recurring Revenue (ARC). |
| Target Close Date | The date by which the sales rep expects this deal to be successfully closed. |
| Funnel Stage | The current phase of the deal: Prospecting, Qualification, Proposal, Negotiation, Won, Lost, or Dropped. |
| Probability (%) | The sales rep's estimated confidence level (0-100%) that this deal will be won. |
| Forecast Category | Used for revenue forecasting: Pipe Line, Upside, or Commit. |
| Notes | Any context, roadblocks, or recent updates regarding the deal negotiations. |
| Created By | The Sales Representative who generated and currently owns this opportunity. |
💡 Note: The pipeline is the core revenue engine of the CRM. It ensures every deal is tracked, optimized, and pushed toward closure efficiently.