When using the Sales Funnel Reporting, it is possible to dissect the information even further than what is displayed in the display. Click on the Customize icon and you will see a screen (displayed below).

You are able to sort out the Sales Funnel by values such as:

  • Stage
  • Source
  • Competitor
  • Project
  • Partner
  • Type
  • Item
  • Account Manager
  • Size
  • Sector
  • State
  • Free Fields used in an Opportunity
  • And More

Sales Opportunities can help you in planning expected sales that are in the pipeline, and can also help you define how those Opportunities were found and segmented.

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