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User Guide

    • Introduction
      • What is Quote-to-Cash?
      • Getting started
      • How VOGSY gets your business going
        • Benefits of using VOGSY
      • How VOGSY works with Google Workspace
    • Working together in VOGSY
      • Managing your day
        • The VOGSY feed
        • Notifications
      • Creating teams
      • Communicating in VOGSY
        • Commenting
        • Leaving notes
      • Use the VOGSY Google Workspace add-on
      • Inviting co-workers to VOGSY
    • The Quote-to-Cash process in VOGSY
      • Managing accounts and organizations
        • Organizations
          • Contacts
          • Customers and suppliers
      • Tracking leads and opportunities
        • Opportunities
          • Weather indication for opportunities
        • Quotes
          • Generating a quote
          • Approving and sending a quote
          • Signing a quote
        • Creating a statement of work
        • The sales funnel
      • Managing projects
        • Projects
          • Work breakdown structure
          • Deliverables
            • Deliverables with fixed price
            • Deliverables with time and material costs
          • Calculation
            • Project activities
            • Project costs
          • Milestones
          • Planning hours
            • Editing planning
            • My planning
            • Day pattern
            • Margin when 'Fixed Price'
          • Weather indication for projects
        • Invoices
          • Change a template logo
          • Choose a layout for your customer’s invoice
          • Generate an invoice
          • Send an invoice to the customer
          • Create an invoice schedule
          • Delete an invoice schedule
          • Generate bulk invoices
          • View and approve invoices
          • Add project costs to an invoice
          • Create a purchase invoice
          • Create a credit invoice
          • Create an expense
          • Generate a project invoice
          • Submit an invoice for approval
      • Registering hours
        • Timesheets
        • Reject and resubmit hours
      • Managing financial administration
    • Overviews in VOGSY
      • Charts
        • Sales funnel
        • Sales pipeline progression
        • Opportunities - weather changes
        • Order intake
        • Customer profitability
        • Projects - weather changes
        • Billability per month
        • Billability per employee
        • Project billabillity per department
        • Billable vs. non billable hours
        • Resource utilization
        • Outstanding invoices
        • Actual project margins
        • Financial KPIs
        • Revenue forecast
        • Work in progress
      • Pin content on boards
      • Planning overviews
        • Planning projects
        • Resource planning
      • Persons
        • Your personal profile
      • Export Reports
    • Set up VOGSY
      • Setup assistant
        • Basic Setup
          • Company and departments
          • Add your logo to VOGSY
          • Template languages
          • Your logo on document templates
          • Email templates
        • Resources setup
          • Skill levels
          • Billable activities
          • Time off and other non-billable types
          • Employees
          • Official holiday schedules
          • Expense types
          • Expense verification
        • CRM Setup
          • Set up opportunity stages
          • Set up opportunity types
          • Set up sources
          • Set up job titles
          • Set up opportunity weather
          • Set up industries
          • VOGSY and data synchronization
            • Connect to the CRM
              • Connect to Salesforce
              • Connect to Copper
              • Connect to Hubspot
            • Map opportunity stages
        • Project setup
          • Other project costs
          • Sales taxes and VAT
          • Set up payment conditions
          • Set up project settings
        • Accounting setup
          • Ledger accounts
          • Journals
          • Revenue types
          • Currencies
          • Accounting settings
          • KPI attributes
          • Set up Financial KPIs
      • Employees
        • Placeholders
        • Roles and Permissions
        • User types
        • Skills
      • Master tables
        • Opportunity stages
        • Opportunity types
        • Sources
        • Job titles
        • Activities
        • Costs
        • Sales tax types
        • Payment conditions
        • Industries
      • Settings
        • Companies and Departments
        • Holidays
        • Mail templates
        • Opportunity weather
        • Project settings
        • User management
        • Timesheet
    • Implementation of VOGSY
      • Edit document templates
        • List of template merge fields
      • Edit ledger accounts
      • Mass import
      • Manage budgets
      • Uninstall VOGSY
    • Opportunities for new projects
    • Task Management
    • FAQs
      • FAQ: Onboarding
      • FAQ: Why can’t I close this project?
      • FAQ: Invoices
    • Release notes 2020
    • Blog
Documentation version: latest
  • User Guide
    • latest
  • User Guide
  • The Quote-to-Cash process in VOGSY
  • Tracking leads and opportunities
  • The sales funnel

The sales funnel

The sales funnel is one of the charts that VOGSY provides.

View the opportunities for each status by number, revenue or recurring revenue. The opportunity status can be managed in under Master tables in the back office.

chart sales funnel revenue v2
Creating a statement of work Managing projects

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