CRM · Guide 277 of 624

Sales pipeline

The sales pipeline in RockifyERP shows open opportunities by stage and value, so you can forecast sales.

How to do it in RockifyERP

  1. Open the Sales Pipeline Analytics report.
  2. Choose the period and group by stage, owner or territory.
  3. Review value and number of deals at each stage.

Tip: A healthy pipeline has several times your monthly target in open opportunities.

Related RockifyERP guides

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