Sales Funnel/Pipeline Reportsusing Zoho Reports

- Zoho Reports Advanced Analytics Add-on for Zoho CRM -

Open the 'Potentials' table and click 'New' -> 'New Chart View'.

Creating the Sales Funnel Report

◉ Drag and drop 'Stage' to the X-Axis and 'PotentialID' to the Y-Axis.

◉ In 'PotentialID' drop down, choose the 'count' function

◉ Click 'Click Here to Generate Graph'.

Creating the Sales Funnel Report

By default, a bar graph will be generated plotting the different stages in X-axis and the number of potentials in each stage in Y-axis

Creating the Sales Funnel Report

Choose 'Other Charts' -> 'Pie Chart' -> 'Funnel' in the toolbar

Creating the Sales Funnel Report

You will get the sales funnel - the number of potentials in each stage.

Creating the Sales Funnel Report

◉ You can further customize the funnel as you need.

◉ To know the number of leads in each stage, drag and drop the 'Potential ID' count in the Text field.

Creating the Sales Funnel Report

You can choose only stages which you need to be part of funnel by applying filters. Drop the 'Stage' column in 'Filters' tab and select the required stages.

Creating the Sales Funnel Report

You can order the stages in the funnel using custom sort option, so that you can arrange them as per the sales flow. Click on the 'Sort -> Custom Sort' option in the toolbar to order the values in the chart.

Creating the Sales Funnel Report

You can have a filter for time period. Drop the 'Closing Date' in "Filters" tab and filter the required time period

Creating the Sales Funnel Report

In 'Edit Design' mode, you can click each legend value to change each stage color according to your liking

Creating the Sales Funnel Report

You can drag 'Potential Owner' (which is renamed as 'Sales Person') to the 'User Filter'.

Creating the Sales Funnel Report

The final sales funnel report.

Creating the Sales Funnel Report

Zoho Reports Advanced Analytics Add-on for Zoho CRM

http://zoho.com/reports/crm

Support Contact: support@zohoreports.com

+1 888 900 9646 (toll free)