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Sales funnel analysis on the solters platform

Sales funnel:
where are you losing deals?

See how deals move between stages and where they stall. solters helps identify the stage that needs attention, so the sales manager can start with a specific check instead of reviewing the entire team at once.

Open platformView example

Connect your CRM yourself or with our help. We can help you set it up and get your first result.

Deal flowFrom stage to next actionSelected period
Inquiry
Need
Proposal
Decision
TRANSITION TO REVIEWProposal Decision
OBSERVATION

Deals stall while the proposal is being discussed

CHECK

Has the next step been agreed with the customer?

FOR THE SALES MANAGERCheck agreements at this stage
A familiar situation

Overall conversion is visible. The point of loss lies within the funnel

The team's overall result does not show which transition to review first. To decide, you need to see movement between stages and the context of each deal.

Many deals are at one stage

Find out how long they stay at that stage and what happens next.

Deals at a stage ≠ deal flow

Proposals have been sent, but decisions are delayed

Review the transition from a proposal to the customer's next action.

Check next step

One indicator mixes different processes

An initial sale and a repeat order need to be considered in their respective contexts.

Check funnel type

Below is how to connect the movement through the stages with a question for the manager. View example

From deal flow to action

Review the transition where deals stop moving

Transitions and time spent at each stage help identify where to look. The sales manager investigates the cause of a delay by reviewing work with customers.

Movement between stages

Funnel: primary salesPeriod: selected period

DEAL FLOW MAP

From initial inquiry to the customer's decision

  1. 01Inquiry
  2. 02Need
  3. 03Proposal
  4. 04Decision
Proposal DecisionCheck this transition
OBSERVATION

Deals stall while the proposal is being discussed.

WHAT DOES THIS MEAN

This transition is worth reviewing. A delay alone does not explain its cause.

FROM SIGNAL TO ACTION
WHAT TO CHECK

Are the customer's decision criteria clear, and has the next contact been agreed?

ACTION OF THE MANAGER

Review the agreements on deals at this stage with the sales rep and decide what to do next.

What indicators help you understand

Transitions between stages — how deals move through the process.

Stage-to-stage conversion — what share of the relevant deals moved to the next stage.

Time spent at a stage — where a delay needs to be investigated.

Recorded lost deals — at which stages deals are classified as lost under the established rules.

Conclusions depend on the available CRM history, the selected funnel and the period. A stalled deal and a deal recorded as lost are different situations.

Correct interpretation

Distinguish delays, recorded losses and insufficient data

The indicator helps you ask the right question. It does not replace a review of the situation and the decision of the manager.

Delay

The deal is still in progress. Check the deadline and the agreement on the next action.

Deal recorded as lost

Check which stage this happened at and how a lost deal is defined in your funnel.

Not enough data

Check whether the history is available and which period is selected. A missing calculation does not mean there are no problems.

The sales manager's work

Turn the funnel view into a focused review

The transition signal helps you choose an issue that is worth discussing with the team.

01 / Find

Choose a stage that needs attention

Start with a transition or delay that needs review.

02 / Clarify

Clarify what is happening

Discuss the client's terms, previous agreements and the next step.

03 / Agree

Agree on an action

Determine with the manager what needs to be done and by when to return to the issue.

Check the situation in related tools

Use call analysis to examine an individual conversation, and SLA rules to monitor response times.

Call analysisWhat happened in the conversationMonitoring response timesSLA rules for the next step
Your process

View the funnel in the context of your process

LINEAR FLOW

Initial sale

Track progress from the initial inquiry and assessment of need to a proposal and the customer's decision.

  1. 01Inquiry
  2. 02Need
  3. 03Proposal
  4. 04Decision
NEW CYCLE

Repeat sales

Account for repeated sales cycles with existing customers. The platform supports linear and cyclical funnels.

  1. 01New need
  2. 02Discussion
  3. 03Order
  4. 04Next need

When you connect, we will help you determine the funnel and analysis conditions for your work.

Getting started

Start with your department's funnel

Create an account, connect CRM data and select an analysis task - yourself or with our help.

01

Create an account

Open the platform and register.

02

Connect data

Set up the connection yourself or ask for help.

03

Review deal flow

Once the available history has been connected and processed, review the funnel and the stages that need attention.

Part of one platform

Sales funnel - part of the solters platform

Start with deal flow. Use the platform's related features for conversation details, team activity and response times.

MovementStageAction
Call analysisWhat happened in a specific conversation Speech analyticsPlatform capabilities and current conditions Stalled deals and response timesChecking responses against rules
On topicHow to analyze a sales funnelArticle on the Russian site ↗

Current tariffs and features - on the speech analytics page.

Funnel questions

What is important to know before the first analysis

No. solters uses available CRM data to analyze the funnel. Deal record management and your established sales process remain in your CRM.
The count shows where deals are now. Transitions show how deals moved between stages over a period. These are different metrics; neither replaces the other.
No. A deal may still be in progress, stalled or closed under your established rules. Delays and recorded losses should be considered separately.
The platform supports linear and cyclical funnels. During setup, we can help identify the right process and analysis conditions. Compare metrics in the context of the selected funnel and calculation basis.
This page describes analysis of deal flow. The sales manager decides what to do next; automatic changes to deal records are not part of the result described here.
You will create an account. To analyze your funnel, you will then need to connect CRM data and set up the analysis - yourself or with our help.
The completeness of the analysis depends on the available CRM history and the selected period. If there is not enough data, this does not mean there are no delays or losses. First you need to check the availability and analysis conditions.
Current tariffs and features are published on solters speech analytics page. Please check the availability of the required analysis based on the selected conditions.
Next step

Decide which funnel stage to review first

Review deal flow and choose a specific question to discuss with your team.

Transitions and delayswithin the funnel's context
A clear focus for reviewfor the sales manager

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