Today we’re releasing advanced drill-down for the Funnel Report, making one of the most useful reports even more powerful!
Whenever someone asks about reporting in Base, the Funnel Report is always the first report I mention. On the surface, it’s a simple report that shows how leads and deals are moving through your sales pipeline, but don’t let the simplicity fool you. With just a quick glance, the Funnel Report shows you the biggest areas for improvement in your business. Today’s release makes the Funnel Report even more actionable as you can now see the exact deals that are causing problems in your sales pipeline, rather than simply knowing an area in the sales pipeline that is causing trouble.
The story behind the numbers
With the Funnel Report, I can see the number of deals that have passed through a specific sales stage during any given period. When I switch to the data view, I can see each and every deal that passed through the sales stage as well as the deal’s value, current stage, and owner. Toggle between chart view and data view at the top of your reports dashboard.
Enjoy the new Funnel Report and let us know what you think in the comments below. Happy Selling!