What don’t my open opportunities show up?

Only closed (won or lost) opportunities are used for the calculations. Open opportunities aren’t included because they bias the results for early stages.

How are conversion rates calculated?

  • % Conversion To Next – Percent of closed opportunities that converted from this stage to the next stage
  • Conversion % From Top – Percent of closed opportunities that made it to this stage
  • Won % – Percent of closed opportunities that converted from this stage to a won deal

Why do I only see some of our closed opportunities?

The Sales Funnel app can only access the opportunities the user has permission to view. If the user is restricted from seeing other opportunities (e.g., other teams or employees), they won’t be included.

Which stages are included?

All of the active stages you’ve indicated in your Opportunity Stages list. If your admin changes your stage list, the funnel will update automatically.

What about old stages?

Opportunities with stages that aren’t in your current active stage list will be excluded from the calculations.

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