Advanced Funnel Charts Vtiger CRM Extension by SalesPlatform

Advanced Funnel Charts is a powerful analytics tool that gives you freedom to create your own types of funnels based on Vtiger Reports. Visualize every aspect of your market conversion and sales efficiency!
Advanced Funnel Charts Extension is a powerful analytics tool that gives you freedom to create your own types of funnels. You decide which data should be visualized by every layer of your funnel: let it be sales funnel (Leads – Opportunities – Invoices) or manager efficiency funnel (Calls – Visits – Orders). Invent your own funnels, visualize every aspect of your market conversion and sales efficiency! Powered by Vtiger CRM Reports, Advanced Funnel Charts can combine and visualize data from different source modules in the most flexible way.

Features


Create as many funnels as you want
Flexible configuration of funnel layers based on Vtiger Reports (each funnel layer corresponds to a specific report)
Funnel layers can depict both record count and calculated values (e.g. amount in $)
Quick jump to report data by clicking on funnel layers
View funnels per users and groups

Basic Principles

Advanced Funnel Charts Widget graphically represents efficiency of sales process based on CRM data from various modules. Unlike the standard Vtiger sales funnel widget, layers of Advanced Funnel Charts may correspond not only to stages of Opportunities, but to any other data sets, e.g. Leads, PBX Manager calls, Events, Contacts, Invoices, etc.
Advanced Funnels Widget does not contain any predefined formulas to calculate layer values. Instead, it relies on standard Vtiger Reports. When you design a funnel, you attach each layer of your funnel to a specific report (from Vtiger Reports module) – see the screenshot below.
From each report Advanced Funnel Charts can extract two types of data:
Report records count – just a number of rows in the specified report. This can be used to visualize values like leads or calls count, etc.
Calculated report values (Sum, Average, Lowest or Highest value) – if these values are configured for the specified report in the reports wizard. This can be used to visualize money amounts, total or average call duration, etc.

Step by Step Instruction - How to Create Your Own Funnel

1. To design a new funnel, open Advanced Funnel Charts module (in ANALYTICS section)
2. Press “Add Record”
3. Enter Funnel name, then select reports that you want to use as funnel layers. Each layer corresponds to a specific report. For each report you can choose to plot by either records count (available for all reports) or by Sum, Average, Lowest and Highest values (available for reports with calculations)
4. Press “Save”
5. Now you can see your funnel in Advanced Funnel Charts module details view
6. To add the funnel on Vtiger Dashboard, open Dashboard, then click “Add Widget” and then choose “My Funnel” (or whatever you call it) in the list.

Some Examples

Using our live demo (see the link below) you can take a test of two sample funnels.
Leads to Contracts Funnel
This is a simple funnel that shows process of lead management. Funnel layers are:
Leads – a simple report that lists all leads (as a possible improvement, leads can be also filtered by creation date, etc.). The funnel shows leads count.
Open Opportunities – a report that lists all opportunities that are not closed. The funnel shows opportunities count.
Contracts – a report that lists all opportunities that are closed won. The funnel shows opportunities count.
Contracts to Invoices Funnel
This is a bit more complicated funnel that shows process of contracts fulfilment for long-term contracts, i.e. how much total income is scheduled, what part of that income is already ordered and what part is accomplished and billed. Funnel layers are:
Contracts – a report that lists and calculates total amount of opportunities that are closed won. The funnel shows total amount (money) of the opportunities.
Sales Orders Amount – a report that lists and calculates total amount of sales orders. The funnel shows total amount (money) of the sales orders.
Invoices Amount – a report that lists and calculates total amount of invoices. The funnel shows total amount (money) of the invoices.

How to Buy

We support Vtiger CRM open-source software and therefore sell our extensions only via Vtiger Marketplace. To buy the extension, please, log into your Vtiger CRM or SalesPlatform Vtiger CRM as Administrator, open CRM Settings, click Extension Store, find Advanced Funnel Charts extension, then click Buy.

FAQ and Troubleshooting

If you encounter problems or questions when using the extension, please, visit our frequently asked questions page: FAQ.
Advanced Funnel Charts Demo
login: demo
password: demo