CloudLink Ideas Portal

Improved Lead and Opportunity Sales Funnel Report

Marketing Managers and Sales Managers need better visibility around the performance of a reps Sales Funnel and/or specific sources and campaigns.  If we had a view similar to the attachment then we'd be able to quantify the results at a single glance.  ideally the report would summarize at the Region/Manager level with drill down to the assignee (rep).  Also there would be filters on the form to select a Time Frame, Source and/or Specific Campaign Response....and the source/campaign filter would work for the Primary selection as well as the 'Additional Sources' fields within the lead/opportunity template.

  • Wendy Spalding
  • Jul 16 2018
  • Needs more votes
  • Attach files


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