Sales Funnels

Standardizes the lead→won path. The DEFAULT funnel is born with 5 classic stages (Prospecting→Closing); create others for different processes (e.g., a Partnerships funnel, created by the Growth Studio).

Each stage has a default probability — it weights the pipeline forecast (value × probability). Adjust it to YOUR real rates so the forecast doesn't lie.

Each funnel stage has the "Rots in (days)" field: it's the timeframe after which an opportunity stalled at that stage gets flagged as "stalled too long" on the kanban. The ruler is per stage on purpose — final negotiation may tolerate 5 days, prospecting may tolerate 30. Set it with the timeframe that YOUR process considers healthy for each step: too tight and everything rots, so the signal loses value; too loose and the deal dies silently before the warning.

Changing the stages of a funnel that HAS opportunities reorganizes the whole team's kanban — agree on it beforehand. Stages don't disappear: orphaned opportunities fall into "Other".

When you save a view with the Views button, it stores four things: the search text, the applied filters, which columns appear (and in what order) and which column the list is sorted by. Applying the view restores everything at once — including resetting the sort and the page you were on, so the result is exactly what the view describes. Views saved before this version remain valid: whatever they didn't store simply doesn't change when applied.

Nas fichas, sair de um campo já dispara a conferência do que dá para conferir na hora: campo obrigatório deixado em branco e e-mail mal formado. O aviso aparece embaixo do campo e desaparece quando você começa a corrigir. Campo numérico não precisa de aviso: ele simplesmente não aceita letra enquanto você digita. Isso é conforto, não a validação final: ao salvar, o sistema confere tudo de novo do lado do servidor.

The funnel designed here becomes the columns of the Funnel (kanban) — that's where the team moves opportunities day to day. The management reading lives in the Sales Dashboard: the funnel by stage shows where deals pile up, the weighted forecast uses the probabilities defined per stage, and the loss reasons close out the diagnosis. And each individual deal lives in the Opportunities list, with values, stage and closing forecast — three screens, the same funnel.

Open the record and look at the Timeline on the right: it shows each change as "from one value to another", with the person and the date. When there are many changes, use the two filters at the top of the timeline — one by field, the other by person. The search runs in the database, so old changes show up just the same. You can also ask Tenkai: "who changed contract 482?".