CRM · Guide 278 of 624

CRM analytics

The sales funnel in RockifyERP shows how many leads become opportunities, quotations and orders.

How to do it in RockifyERP

  1. Open the Sales Funnel report.
  2. Choose the period and company.
  3. See the count at each stage and where most drop off.

Tip: Fix the biggest drop-off first. It’s usually follow-up speed.

Related RockifyERP guides

Need more help with RockifyERP?

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