Goldmine: Pipeline Funnel

A client asked: How are the rungs in the Pipeline Funnel determined?

GoldMine’s Opportunity Manager gives companies and individuals an easy way to manage and track sales throughout the sales cycle with the Pipeline Funnel.

For salespeople and managers the Pipeline Funnel gives you an overview of the number of opportunities and total dollar value of the opportunities at each stage of the sales process.

To use the Pipeline Funnel:

Determine whether you want to see all opportunities, the opportunities of a user group, or a single users’ opportunities. This is done by changing the Manager drop down in the Opportunity Manager.

Then click the funnel icon, above and to the left of the Manager.

In the center of the rungs of the funnel will be the stage, “10 – Initial Contact, etc.” as well as the number of opportunities in that stage. Then to the right of each rung will be the total dollar value of those opportunities, and their percentage of the total sales. In the very top rung, the gray area, will be the total forecast and total # of sales.

The rungs are determined by the F2 lookup for Stage field within the Opportunity Manager.