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Product News & Updates

OroCRM Release Candidate 1: Dashboard Sales Funnel

February 4, 2014 | Tom Boyle

As we’ve done with previous product releases, we will be showcasing several of the top features of Release Candidate 1 this week. Today’s Top Feature: RC1’s New Dashboard Sales Funnel.

OroCRM’s dashboard adds a funnel chart that visualizes the entire sales process. Allowing sales and business teams better visibility, this funnel chart filters both the B2B and eCommerce workflows down to the crucial conversion numbers.


My B2B Sales Flow

OroCRM Dashboard Sales Funnel

This bird’s eye view of your B2B workflow allows you to see all opportunities by sales stage, and how many have been won or lost. A monetary value is shown next to each sales stage.


My B2C Sales Flow
OroCRM Dashboard Sales Funnel

The eCommerce funnel chart displays what is happening with open shopping carts. It displays shopping carts that have been contacted, converted or abandoned and revenue that is still open to possible conversion.

We invite you continue to work with OroCRM, the Open Source CRM for Commerce, and see firsthand how these features will help you better understand your sales process.

Stay tuned as we continue to highlight more features of Release Candidate 1 this week and as always we welcome your feedback!

Related Posts: RC1: Improved Reports, RC1: Translations Management

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