Revenue Leaks Funnel¶

[This article is work-in-progress]

3 min read - updated few hours ago

Revenue Leaks Funnel visualizes the sales process based on the data from Salesforce. It provides a detailed overview of stage-to-stage Opportunities conversion and leakage.

All Opportunities in the period¶

NEW – the Opportunities whose creation date is in the selected period and whose close date is or was in the selected period.

PULLED IN – the Opportunities that were created before the selected period started and whose close date changed from the future period to the selected period.

EXISTING ON START – the Opportunities that were created before the selected period started. As of the beginning of the selected period, their close date was in the selected period.

PUSHED IN – the Opportunities whose close date changed from the previous period to the selected period during the selected period.

Opportunities’ evolution thoughout the period¶

ON STAGE – the Opportunities that are at this stage in the selected period.

EXISTING ON START – the Opportunities that were created and existed at this stage before the selected period started.

SUCCESSFULLY PASSED – the Opportunities that were at this stage and moved to the next stage in the selected period.

SKIPPED – the Opportunities that skipped this stage and moved to the next stage in the selected period.

SLIPPED – the Opportunities whose close date changed from the selected period to the next period.

LOST – the Opportunities that were lost at this stage in the selected period.

See the numbers that matter¶

Revenue Leaks Funnel visualized how Opportunities move from one stage to another in numbers. In the top section of the funnel, you can see:

1. Opportunities stages according to the stages mapping in Salesforce

2. Amount of the Opportunities that moved to the next stage in dollars and percents from the sum on the previous stage

3. Number of the Opportunities that moved to the next stage and the percentage from the number of Opportunities on the previous stage