Scalendo provides two dashboard visualization tools for tracking leads through your sales funnel.
The funnel widget displays a step-by-step process in which data gradually funnels from one stage to another. It tracks leads through conversion stages and requires the Dashboard stats permission plus the "Visible in Funnel Chart" toggle enabled in Pipeline Settings.
Each section shows opportunities from that stage through the final stage, including all won opportunities. The widget calculates numbers sequentially, so later stages represent progressively fewer opportunities advancing through the pipeline.
This widget displays the number of OPEN opportunities in the individual stage with WON and LOST opportunities shown separately. It calculates conversion rates as percentages of opportunities reaching specific stages.
Requirements: Dashboard stats permission and "Visible in Pie Chart" toggle enabled in Pipeline Settings.
Both widgets allow users to switch between different funnels via dropdown menus for flexible pipeline analysis and performance tracking.