Sales Funnel Dashboard

There's no funnel to build — it's created automatically from your CRM board. See conversion rate and revenue at a glance.

1. 1

   Click the funnel icon in the sidebar to open the Sales Funnel dashboard.

2. 2

   Make sure chats are sitting in stages on your CRM board — the funnel chart fills in by itself from that data.

3. 3

   Read the four top metrics: contacts in the pipeline, conversion rate (last stage ÷ first stage), average revenue per contact, and total revenue.

4. 4

   Switch the chart between "Count" and "Value", and click "Export to Excel" when you need the numbers outside the browser.