Charts and reports

Redmine Deals plugin offers a feature called Sales funnel. It shows the efficiency of your sales process and predicts expected income. You can access it in the right panel but also you can go to the Deals tab, and in the Options section, below the Filters, switch the style of displaying the list into Pipeline.

sales funnel.png

The sales funnel tracks an overall number of deals in each stage. It represents all Deals that are or ever have been at that stage.

sales funnel2.png

You can filter the results by assignee, contact, date, products, probability, and many more - just click on the Add filter dropdown and choose a filter.

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