About the Sales Funnel

The sales funnel provides a quick glance at the current quote progress.

It is important to click to refresh the sales funnel if you have changed search criteria since the last search.

The value and the factored value are displayed for each band of the sales funnel. TrafficLIVE calculates the factored value by multiplying the value of a quotation by its probability of proceeding.

The sales funnel takes into account the following for current quote progress:
  • The probability percentage of proceeding that was selected on the quote.
  • The total value of the quote.

Deals are broken into four bands: 0-25%, Over 25-50%, Over 50%-75%, and Over 75% of the value of the quote.