![]() ![]() Hover over bars in the chart to display the specific data represented. Hover over labels to display the full text of the label. The Sales Funnel gadget appears in the upper portion of the workspace. In the Navigation Pane, under Business Contact Manager, click Sales. View and interpret the Sales Pipeline gadgetĬhange the information that is displayed in the Sales gadgets View and interpret the Sales Funnel gadget This article will focus on viewing and interpreting the Sales Funnel and Sales Pipeline gadgets. To view data in sales gadgets, create an Opportunity record for every sales opportunity, and keep the records current with information about sales stages and deadlines. While the Sales Funnel identifies how opportunities are moving through your sales process, the Sales Pipeline shows how close you are to achieving your sales goals by charting the progress (as measured by criteria such as targeted close dates, or revenue) for your open opportunities. It charts how many opportunities are at each sales stage so that you can identify any potential slowdowns, and decide where the team should focus its attention to keep sales at the desired level. The Sales Funnel gadget presents a "snapshot" of your sales outlook. These tools include the Sales Funnel and Sales Pipeline gadgets, which represent data from your Opportunity records in graphic format. Business Contact Manager for Outlook 2010 provides you with tools that help you visualize the state of your business. ![]()
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December 2022
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