Ver la conversión por etapa del embudo

What you'll achieve

See how many opportunities reach each stage of your pipeline, what percentage moves on to the next and how long they take, to find the stage where your pipeline drops off.

Before you start

• The section is called Reach by stage and it's in the view Sales of the CRM.
• It only counts opportunities since this history was turned on; it doesn't rebuild earlier moves.
• Administrators see the whole company; the team sees the opportunities they're allowed to.

Steps

1. In the side menu open Sales CRM and click Sales.
2. Scroll down to the section Reach by stage. Screenshot: Reach by stage section
3. Read Opportunities with history to know how many opportunities are being measured.
4. Look for your pipeline's name and, below it, one card per stage.
5. On each card read the big number: the unique opportunities that reached that stage, and the percentage of the total with history.
6. Read Moved to the next stage: how many went on and what percentage of those that arrived that is. A low percentage points to a stage where sales stall.
7. Read Average time completed, in hours, when it appears: it's the average time they stay in that stage.
8. Compare stage by stage and decide where to act: for example, more follow-up if opportunities stall at Proposal.

Expected result

You identify the stage with the biggest loss and the longest delay, and you have data to strengthen follow-up right there.

Common issues

When to contact support

Write to us if a stage shows values that don't make sense. Send us: your company name, pipeline, stage name, what you expected and what you see, and a screenshot of Reach by stage.