Report Catalog - Sales Funnel by Individual

This report tallies open Sales Opportunities and groups them by the User they are assigned to. It also displays a list of each user's Sales Opportunities and groups them. It is a great way to see how sales people are performing compared to each other.

The report pulls it's information from the Sales Opportunity Codes entered into WebLinkCONNECT. Sales Opportunities live on the Contacts tab of a Profile Record.

To run this report, go to Reports > Sales Opportunities > Sales Funnel by Individual.

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