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Sales funnel reports
See how many contacts and how much revenue sit in each tab, and your conversion rate.
The Sales Funnel turns a CRM board into a report. Open it from the WaBaCRM menu.
Pick what to report on
- Choose the CRM, or your WhatsApp labels.
- Choose a view: Funnel Mode, Pyramid Mode, Pie Chart Mode or Contacts Mode.
- Sort tabs in their original order, by value, or by number of contacts.
What the numbers mean
The report shows the Total Value, Total Revenue, Average Revenue per Tab and a Conversion Rate, along with how many contacts and items are in each tab.
Revenue comes from the deal values on each contact's profile. A tab whose contacts have no values shows zero, so add a business value when you quote a price.
Currency
Values show in Indian Rupees by default, with Indian number grouping such as ₹1,23,456.50. To use US Dollars or Euros, open Settings and change Currency.
Export
Click Export to Excel to download the report with the detailed data behind it.