Question
A kanban board can play a significant role in visualizing a sales pipeline. It can help in organizing and tracking the progress of various sales leads or opportunities. Each card on the kanban board can represent a potential sale or lead, and the columns can represent different stages of the sales process. This way, a team can have a clear visual overview of the sales pipeline and can easily identify bottlenecks or stages where leads are getting stuck.
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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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