A Funnel View in Zoho CRM is a visual report component that displays the number or value of deals at each pipeline stage in a top-to-bottom funnel shape. It makes conversion rates and stage-to-stage drop-offs immediately visible, helping managers identify where deals are getting stuck.
A Funnel View takes the Deal Stage data from your pipeline and visualises it as a funnel – wide at the top (Prospecting, Qualification) and narrow at the bottom (Closed Won). The width of each segment represents the deal count or value at that stage, making the drop-off between stages visually obvious.
Funnel Views are added to Dashboards as components. They are particularly valuable in weekly pipeline reviews where managers want to spot the stage with the biggest drop-off and focus coaching there.
A Funnel View in Zoho CRM is a visual report component that displays the number or value of deals at each pipeline stage in a top-to-bottom funnel shape. It makes conversion rates and stage-to-stage drop-offs immediately visible, helping managers identify where deals are getting stuck.
A Funnel View shows the distribution of deals (by count or value) across each stage in your sales pipeline. The visual shape immediately shows where deal volume drops off, highlighting the stages with the biggest conversion problem.
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