The Seller Dashboard - Sales Funnel is your living picture of opportunity - a visual story of what’s in motion, what’s won, and what needs attention. When managed consistently, it becomes one of your most powerful tools for planning and forecasting. This module helps you move beyond simply tracking deals to actively managing your pipeline - keeping it clear, current, and connected to your sales goals.
By mastering the Sales Funnel, you’ll strengthen your ability to:
Visualize your progress by using the drag-and-drop workflow to move opportunities through stages.
Maintain accuracy by keeping details — account, pending dollars, confidence level, and category — up to date.
Develop consistency through weekly funnel reviews and clean-ups that build reliable forecasting habits.
Understand cause and effect — seeing how changes in the funnel impact your overall forecasting metrics and performance visibility.
Think like a strategist, not just a seller — using your funnel as a decision tool, not just a record keeper.
Use this checklist as your guide to both confidence and consistency. Each item represents a skill that supports proactive pipeline management — one of the hallmarks of professional selling.
I can drag and drop opportunities between stages and mark them Won or Lost to keep my funnel updated.
I can add new opportunities with accurate account selection, pending dollars, confidence level, and categories.
I can edit existing opportunities as details change — adjusting close week, confidence, stage, or pending dollars.
I understand how changes in the Sales Funnel impact my forecasting metrics and adjust accordingly.
I can perform a weekly funnel clean-up to remove stale deals and ensure data accuracy.
