What
The Sales Funnel is a visual workflow that shows your opportunities by stage, as defined by your management team. From here, you can drag and drop opportunities between stages, update opportunity details, and mark deals as Won or Lost.
By default, the funnel displays the current month plus 12 months forward, but filters allow you to adjust your view to match your needs.
Why
Managing your funnel matters because:
Accuracy fuels forecasting: Keeping opportunities current ensures leadership can make smarter, data-driven decisions.
Visibility strengthens teamwork: A clean funnel helps managers coach effectively and ensures sellers stay aligned.
Decisiveness builds momentum: Marking opportunities as Won or Lost keeps the funnel realistic, saving you from false optimism and stale deals.
In short, your funnel is a story of progress and keeping it accurate honors both your effort and your team’s strategy.
How
