See your sales funnel, win rate and days to win

One funnel view shows how many people reached each stage, how many you win, how much it is worth and how long it takes.

How it works

4 steps in YuktiBOS.

Where to find it: CRM, Funnel.

  1. Open the CRM and choose the client.
  2. Open Funnel to see people who reached each stage, plus won, lost and parked.
  3. Read win rate, won value and median days to win.
  4. Check first-reply time and leads waiting past the one-hour reply time.

What you get

What comes out of it.

Stage-by-stage counts from your real pipeline.

First-reply time, so you know where leads go cold.

A shared view the whole sales team sees.

You may also know this as: sales funnel report, win rate calculator, median days to close.

Questions people ask

What if I have no pipeline yet?

The page says No pipeline yet. Add stages under Set-up and the funnel fills as leads move.

Want to see your sales funnel, win rate and days to win?

We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.