
A Sales Funnel in Q-Revenue provides a high-level view of how prospects move through your sales process—from the first contact to closing a deal. It helps sales teams understand pipeline performance, identify bottlenecks, and measure how effectively prospects convert into customers.
The Sales Funnel dashboard consolidates deal data, stage performance, and team activity into one place so managers and sales representatives can track revenue progress and make data-driven decisions.
Why the Sales Funnel Matters
The Sales Funnel helps teams:
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Track the total number of deals in the pipeline
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Measure pipeline value and weighted revenue
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Understand conversion performance
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Identify slow or stalled stages
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Evaluate sales rep performance
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Monitor deal flow over time
This visibility enables teams to optimize their sales strategy and improve forecast accuracy.

Key Metrics in the Sales Funnel
At the top of the Sales Funnel dashboard, several summary metrics provide an overview of pipeline performance.
Total Deals
Displays the total number of deals currently tracked in the funnel.
This section may also show:
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Deals that have been won
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Deals that have been lost
This gives a quick snapshot of overall sales activity.
Pipeline Value
Shows the total revenue value of all deals currently in the pipeline.
The funnel also displays a weighted pipeline value, which adjusts deal value based on the probability of closing. This helps provide a more realistic estimate of expected revenue.
Win Rate
The Win Rate measures how many deals are successfully closed compared to the total number of opportunities.
A higher win rate indicates stronger sales performance and effective qualification of prospects.
Average Cycle Time
This metric shows the average number of days it takes to move a deal from the first stage to closing.
Shorter cycle times usually indicate a more efficient sales process.

Funnel Stages
The Funnel Stages section breaks down deals based on the stages defined in your sales cycle template.
Examples of stages may include:
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Contact Prospect
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Book Discovery Call
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Proposal Sent
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Execute Proposal
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Ready for Onboarding
For each stage, Q-Revenue displays:
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Number of deals in the stage
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Total value of those deals
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Conversion performance
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Average time spent in the stage
This helps identify where deals are progressing smoothly and where they may be getting stuck.

Velocity Metrics
The Velocity Metrics section shows how quickly deals are moving through the funnel.
It typically includes indicators such as:
Moving Forward
Deals actively progressing through the sales stages.
Stalled Deals
Deals that have remained inactive for a defined period (for example, 7+ days).
At Risk
Deals that may miss expected timelines or require immediate attention.
Monitoring velocity metrics helps teams take action before deals are lost.

New Deals
The New Deals panel highlights recent pipeline activity by showing:
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Deals added this week
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Deals added this month
This helps teams understand the rate at which new opportunities are entering the pipeline.

Value by Stage
The Value by Stage chart shows how pipeline revenue is distributed across different stages.
This helps answer questions such as:
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Where most pipeline value is concentrated
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Whether deals are progressing toward closing
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If certain stages are overloaded with opportunities
Sales leaders can use this insight to balance pipeline health and forecast future revenue.

Rep Performance
The Rep Performance section highlights how individual sales representatives are contributing to the pipeline.
For each representative, Q-Revenue may show:
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Number of deals managed
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Win rate
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Total pipeline value
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Weighted revenue contribution
This allows managers to evaluate performance, identify top performers, and support team members who may need assistance.

Using the Sales Funnel Effectively
To get the most value from the Sales Funnel dashboard:
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Regularly review stage performance
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Monitor stalled deals
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Track pipeline growth
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Evaluate rep contributions
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Adjust your sales strategy based on funnel insights
By consistently monitoring the funnel, teams can improve deal progression and increase revenue predictability.
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