SmartFunnel Product Updates

Sales Planning – Book/Bill report for 12, 18, 24 or 36 mo.

Sales Planning for multi-year planning

Sales Planning is easier with the SmartFunnel 2.0 online table of revenue projections. Select 12, 18, 24 or 36 months. Are you moving to more recurring revenue? Then this report is for you. It uses SmartFunnel’s ability to capture Book and Billing estimates for each opportunity (“Deal”). See your Deal data for various Billing types […]


Stage Definitions – Mapping actions against buy cycles

Stage definitions for visual sales progress tracking

Map sales actions against expected buy cycles in SmartFunnel 2.0 with Stage Definitions. Customize “StageDefs” for your business. Progress at each Stage is shown with nifty colored dots as shown here. The “click to advance” user interface makes it easy to keep your funnel up to date. You’ll see this in your Deals list once […]


Recurring Revenue in Sales Funnel – added MRR & Long Term Value

SmartFunnel® has some new features for businesses with Recurring Revenue, with new data fields added to the Sales Funnel revenue estimates. As many companies are selling monthly recurring revenue (MRR) and/or capital purchases we how have fields to capture your estimates of those revenues, and help with funnel planning and revenue forecasting, both for capital […]


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