CRM Analysis Charts
CRM Analysis Charts provide visual insights into your sales pipeline, helping you monitor lead progression, opportunity value, and lead source performance. These charts enable sales teams to identify trends, detect bottlenecks, and make informed decisions to improve conversion rates.
By analyzing CRM charts regularly, organizations can proactively optimize their sales process and improve overall sales performance.
Available CRM Analysis Charts
Navigate to the CRM analysis section and select the required chart along with the Company and reporting period.
Select:
Company → From Date → To Date → Chart Type
1. Sales Funnel
The Sales Funnel chart visualizes the number of prospects at each stage of the sales process, providing a clear picture of your conversion funnel.
This chart helps identify where prospects are dropping off, allowing sales teams to take corrective actions before opportunities are lost.
Configuration
- Select the Company.
- Select the From Date and To Date.
- Select Sales Funnel as the chart type.
2. Sales Pipeline
The Sales Pipeline chart displays the total potential business value across different sales stages. As opportunities progress through the sales cycle, this chart helps monitor their distribution and expected revenue.
It enables sales managers to evaluate opportunity value at each stage and forecast future business more accurately.
Configuration
- Select the Company.
- Select the From Date and To Date.
- Select Sales Pipeline as the chart type.
3. Opportunities by Lead Source
The Opportunities by Lead Source chart categorizes opportunities based on their originating lead sources, helping evaluate the effectiveness of various marketing channels.
This analysis helps businesses identify which lead sources generate the highest-value opportunities and optimize marketing investments accordingly.
Configuration
- Select the Company.
- Select the From Date and To Date.
- Select Opportunities by Lead Source as the chart type.
Summary
- Visualize prospect movement using the Sales Funnel chart.
- Monitor opportunity value across sales stages with the Sales Pipeline chart.
- Analyze opportunity generation by marketing channel using Opportunities by Lead Source.
- Regularly reviewing these CRM charts helps improve forecasting, identify bottlenecks, and optimize sales performance.
