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Microsoft Dynamics CRM (Archived)

Sales Pipeline Leads and Opportunities

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Posted on by 390

The sales funnel chart in CRM, it only shows opportunities but can it show leads and opportunities in the same funnel, if so how?

When searching the internet some articles seem to suggest it should already be doing this by default? is it possible?

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  • Suggested answer
    RE: Sales Pipeline Leads and Opportunities

    You could do this by charting goals instead, and have goals for each stage (some for leads, some for opps):

    https://community.dynamics.com/crm/f/117/p/161973/392186#392186

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Sales Pipeline Leads and Opportunities

    The chart is based on just one entity, so you can't include leads and opportunities in one chart. The main workaround is to convert your leads to opportunities at an earlier stage, but that would probably involve changing your business process

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