About the Mercury Nexus Sales Funnel

The Sales Funnel Report shows an overview of the volume of your Opportunity records by status. This provides a quick snapshot of your pipeline.

The Sales Funnel can be used to quickly identify what status the majority of your Opportunities are assigned, aiding with reorganising of work, and identifying records that may need to be moved on to a different status.

Where is the Sales Funnel Report?

The Sales funnel Report is located in the reports section of the CRM App.

How do I filter data?

Use the standard Filters to adjust the data

• Opportunity Type
• Toggle My Workspace
• Statuses
• Mercury Users
• Lenders

Use the Save as View button to store views to quickly refer to in future.