Analytics / sales
Sales and funnels
A screen where you can see not only the final revenue, but where exactly the deal path breaks down: qualification, CP, negotiations, freezes, weak stages and forecast for closure.
Conversion stage → next stage
Transitions between stages
New → Contact
ok
Contact → Qualification
ok
Qualification → CP
narrow
CP → Negotiations
risk
Negotiations → Success
ok
Where deals get stuck
Average time in status
Transactions at risk
Worklist for ROP
Not an abstract chart, but a list of specific transactions, for which it is already clear where the next step, re-touch or callback is needed.
| Deal | Stage | Manager | Problem | Amount |
|---|---|---|---|---|
| CRM for a network of clinics | KP / calculation | Anna | 4 days without touching | 420 000 ₽ |
| Automation of the sales department | Negotiations | Ilya | No next step | 780 000 ₽ |
| amoCRM + telephony integration | We are waiting for payment | Maria | Missed callback | 190 000 ₽ |
| Implementation of analytics | Qualification | Sergey | Little data on needs | 260 000 ₽ |
FAQ
Frequently asked questions about sales analytics in amoCRM
How is sales analytics different from a regular funnel in CRM?
A regular funnel shows the big picture. Sales analytics should explain exactly where the process is slowing down: stage, manager, deadline in status, lack of next step or weak channel.
Is it possible to manage the work of the team using this screen?
Yes, if the analytics is related to a list of specific transactions at risk, and does not end with beautiful columns. Then the ROP immediately sees what to disassemble first.
Who is this page most useful for?
For the owner and head of the sales department, for whom it is important to see not only revenue, but also the real mechanics of losses inside the funnel.
Related Pages
What to watch along with sales analytics
Losses and bottlenecks
If you need to move from the general funnel to specific points where the business actually loses money across stages and channels.
Managers and discipline
It is useful when the drawdown of the funnel is not related to the market, but to the quality of work of specific people and teams.
Setting up the amoCRM funnel
If analytics shows a problem, but the reason is in the very structure of the stages, fields and next step.
Manager's reports
Commercial route if the analytical screen needs to be turned into a working tool for department management.