Hello,

How can I build a sales pipeline with conversion that consist the number of sales that have gone through each of the stages?

For example:

- We have 100 established sales at the Qualification stage. There are 5 standard stages in the system: "Qualification", "Presentation", "Commercial Offer", "Contracting", "Completed with a victory".

- The manager begins work with the created sales. Accordingly, 100 sales will pass through the first stage;

- 90 sales went to the “Presentation” stage (10 - ended with defeat), etc. Sales are eliminated with every new stage. The manager successfully completed 40 sales as a result. That 40 sales went through the all stages.

- The final sales pipeline should looks like - Qualification - 100, Presentation - 90, Commercial offer - 70, Contracting - 40, Completed with victory - 40.

Like 0

Like

1 comments

Dear Timur, 

You can use built-in Sales pipeline dashboard tile and choose to display "Pipeline conversion" there (https://prnt.sc/m8qoa5). For more information on sales pipeline please see an article below: 

https://academy.bpmonline.com/documents/base/7-13/sales-pipeline-dashbo…

Best regards, 

Dennis

Show all comments

Hi. I'd like to have a Dashboard with additional Quick filters. The standard Pipeline Dashboard comes with a date-picker Quick-filter.

I'd like the standard Dashboard, with a By Owner, Quick filter.

In the chapter about the Sales Pipeline Dashboard in the Academy, there is a note about Quick filters at the very bottom of the article. But I can't figure out how to add quick filters to the Pipeline Dashboard.

https://academy.bpmonline.com/documents/base/7-13/sales-pipeline-dashbo…

https://academy.bpmonline.com/documents/base/7-13/quick-filter

Like 0

Like

1 comments

Dear Julius,

You can add quick filter block using the following article: https://academy.bpmonline.com/documents/technic-sdk/7-13/adding-quick-f…

You may also inspect already existing filter in the Pipelines to understand how it should look like for "Owner" or inspect Activity section since it has the same quick filter. 

Show all comments