New Account Funnel
Deals grouped by stage: how many, how much, how many won, and why the rest were lost.
Questions It Answers
- At which stage do deals get stuck most?
- What share of deals eventually win (win rate)?
- What is the most common reason for losing?
How To Read It
| Column | Meaning |
|---|---|
| Deals & Estimated Value | What sits in that stage. Estimated value counts open deals only. |
| Won / Lost / Win Rate % | The outcome of deals that passed through the stage. |
| Won Value (from SO) | Taken from Sales Orders actually raised — never from the estimate. |
| Average Age | Days spent in that stage. A large number points at a process obstacle, not a price one. |
| Lost Reason Rows | Listed under each stage, summarising what was typed on the Deal form. |
Menu Location
- CRM & Distribution / CRM Reports / New Account Funnel
/report/crmfunnel