Skip to main content
Sales Funnel provides a visual overview of the sales pipeline, enabling data-driven lead tracking from initial qualification through to successful conversion.

​
Workflow Visualization

​
Funnel Stages

The sales process is organized into distinct stages to provide clear visibility into your pipeline:
  • Lead: Initial contact or inquiry
  • Qualified Lead: Leads identified as a fit for your services
  • Proposal: Active service offer and pricing submission
  • Negotiation: Review and refinement of the proposal details
  • Contract Sent: Formal agreement awaiting final authorization
  • Closed: The finalization of the negotiation process
  • Won: Successful conversion and commencement of the partnership

​
Customer Insights

From the Sales Funnel, you can dive deep into individual customer profiles:
  • Communication History: View all past messages and interactions with a specific lead
  • Task Overview: See all open and completed tasks associated with the account
  • Inquiry History: Track all service requests submitted by the customer
  • Business Analysis: Access comprehensive reports and data analysis for each company
Sales Funnel Stages

​
Commands

​
Funnel

Displays the sales funnel chart with current inquiry counts per stage. Output: Interactive HTML funnel chart

​
How to Use

1

​
Execute Command

Run the “Funnel” command to generate the visualization.
2

​
View Pipeline

See distribution of leads across all funnel stages with live counts.
3

​
Navigate to Stage

Click any funnel stage to view detailed inquiry list for that stage.

​
Technical Details

Database:
  • Funnel Config: datalake_main.db_ai-loop_CRM_Configs
  • Inquiries: datalake_main.db_ai-loop_CRM_Inquiries