[en] Linear Funnel Model

[en] FunnelCake assumes that your opportunity funnel is linear and all deals should move through every stage in a linear path.

[en] But sales reps can make mistakes or forget to enter data, so situations happen – like opportunities are created in the middle of the funnel, that skip stages, or move backwards through the funnel. FunnelCake fills in the gaps for these situations to ensure conversion rates are reliable.

[en] Opportunity skips stages

[en] An opportunity moves from Stage 1 to Stage 3. For the purpose of conversion rates, FunnelCake assumes it went through Stage 2.

[en] Opportunity is created in the middle of the funnel

[en] An opportunity is created in Stage 3. For the purpose of conversion rates, FunnelCake assumes it went through Stages 1 and 2.

[en] Opportunity is created in Closed Won

[en] An opportunity is created in Closed Won. FunnelCake assumes it went through all of the stages of the funnel.

[en] Opportunity moves backwards in the funnel

[en] An opportunity is in Stage 3 and moves backwards to Stage 1. FunnelCake assumes it never left Stage 1.

[en] See a detailed breakdown →