Revenue funnel

The revenue funnel shows how much revenue is on its way and how much makes it through each step: opportunity → quote → invoice → payment.

Open the page from the Reports menu. Choose the period at the top (last 30 days, quarter, year).

The cards sum up the key figures: pipeline value, weighted pipeline, accepted quotes, invoiced and paid amounts, and the win rate (the share of closed deals that were won).

• Conversion funnel – the value of open opportunities, accepted quotes, issued invoices and payments received, and what share makes it from one step to the next.
• Forecast value (weighted pipeline) – the value of open opportunities, weighted by each stage's win probability.
• Average deal cycle – how many days a won deal took on average.
• Monthly trend – invoiced and paid amounts per month, plus won and lost deals.
• Stage breakdown – the number and value of open opportunities per sales stage.