Not having visibility into an up-to-date sales funnel can lead to several potential drawbacks. First, it can result in missed opportunities as sales teams may not be aware of potential leads or customers that are ready to convert. Second, it can lead to inefficient resource allocation as teams may be focusing on leads that are not ready to convert or have a low likelihood of conversion. Third, it can result in poor forecasting and planning as the sales team does not have a clear view of the sales pipeline. Finally, it can lead to poor customer relationship management as potential leads may not receive timely follow-ups.
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First, the user will go to the Fields tab to input their sales pipeline preferences. Input your static inputs, like your sales report name, year, company name, and the event you are tracking - in most cases this will be sales, leads, or however you refer to it internally. Then, chose the pipeline data formatting, including preferred currency and date formats. Now, two input sections impact the look of the rest of the pipeline: the pipeline display and the input fields. The pipeline display indicates what lead information is to be displayed on the pipeline. Anything checked in these boxes will appear on the pipeline visualization.
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