Home > eSalesTrack Help Menu > Administrator > Modules > Add Module > Stacked View > Sales Funnel

Sales Funnel

A popular stacked view set up is called the sales funnel.  To sales funnel quickly shows you the opportunities you have closed this month, opportunities expected to close this month, and all other opportunities that are still open.  You can create the sales funnel by creating 3 different views in your opportunity module, then adding these views to a stacked view module.  Setting up the funnel module will depend on how your account is set up.

Views to create:

1. Opportunities closed this month: this view should contain all opportunities in the sold stage with a closed date during this month.

2. Forecast to close this month: this view should show all opportunities that have a close date this month but are not in the closed or sold stage.

3. Working funnel: this view should contain all opportunities that do not have a close date of this month and are not in the closed or sold stage.

After you have created these views you can add them to a stacked view module:

See also