> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wavecentric.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales Funnel

> Track and manage your sales pipeline visually.

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

## Workflow Visualization

```mermaid theme={null}
graph TD
    User([User Executes<br/>Funnel Command]) --> FetchConfig[Fetch Funnel Config<br/>from CRM Configs]
    
    FetchConfig --> FetchCounts[Count Inquiries<br/>per Funnel Stage]
    
    FetchCounts --> MergeData[Merge Config<br/>with Counts]
    
    MergeData --> RenderChart[Render Interactive<br/>Funnel Chart]
    
    RenderChart --> Display[Display Funnel<br/>Visualization]
    
    Display --> Click{User Clicks<br/>Stage}
    Click --> ViewDetails[View Inquiries<br/>in That Stage]
```

## 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

<img src="https://mintcdn.com/wavecentric/YSPi_dHzsGOmYZpE/images/sales-funnel-stages.png?fit=max&auto=format&n=YSPi_dHzsGOmYZpE&q=85&s=dc5d360f66d36aba4d9aae2e874e6fee" alt="Sales Funnel Stages" width="1024" height="461" data-path="images/sales-funnel-stages.png" />

## Commands

### Funnel

Displays the sales funnel chart with current inquiry counts per stage.

**Output:** Interactive HTML funnel chart

## How to Use

<Steps>
  <Step>
    ### Execute Command

    Run the "Funnel" command to generate the visualization.
  </Step>

  <Step>
    ### View Pipeline

    See distribution of leads across all funnel stages with live counts.
  </Step>

  <Step>
    ### Navigate to Stage

    Click any funnel stage to view detailed inquiry list for that stage.
  </Step>
</Steps>

## Technical Details

**Database:**

* Funnel Config: `datalake_main.db_ai-loop_CRM_Configs`
* Inquiries: `datalake_main.db_ai-loop_CRM_Inquiries`