Clear visibility across the pipeline

Bring your team together in a quota-centric, self-policing environment.

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Can you manage your entire pipeline from a single screen?

FunnelSource’s single screen replaces countless dashboards and reports. With it you can drive results and exceed targets with real-time insights into performance and pipelines.

Do you have visibility into every move a deal makes?

See how your pipeline is evolving in real time to identify trends and weakness so you can make adjustments now, before it’s too late. No batching or data-warehousing.

Do you trust your forecast?

Clear and flexible forecasting. Quickly drill down into teams and reps for detailed forecast and performance-to-quota views. Work with your team to ensure forecast accuracy and performance to plan.

Do you know what’s changed in your pipeline?

See pipeline changes over any time period. Identify trends and uncover risks so you can take action now to avoid end-of-quarter surprises.

How productive are your 1-on-1 coaching calls?

Standardize your weekly pipeline reviews and put managers and reps on the same page to maximize coaching call efficiency. Strategize about actions needed to close deals. Visualize whether reps are creating enough new pipeline to hit future sales targets.

Could you use custom-tailored KPI metrics?

Customer-specific KPIs support unique reporting requirements and sales processes. Give visual guidance to shorten sales cycles and increases win rates.

How do you manage quotas in Salesforce?

FunnelSource offers the most intuitive and flexible quota engine for Salesforce. Easily assign multiple quotas to opportunity types, verticals, products, and more. Quickly upload and download quotas via Excel.

Can users submit forecasts and overrides?

We leverage a combination of scientific and gut-driven data points to help deliver an accurate forecast at every level of the sales organization.

Can users submit forecasts for multiple time periods?

FunnelSource allows you to submit forecasts and overrides by Week, Month, Quarter, and Year. And at any level - Rep, Mgr, Dir, VP.

Businesses serious about selling rely on FunnelSource.

“FunnelSource is an important piece to maintaining our phenomenal growth. We use the tool each and every day to monitor the health of our pipeline and analyze trends in size and frequency of monthly orders.”

—Dir. Planning, Restoration Hardware

“FunnelSource has simplified our forecasting and pipeline reviews. The app picks up where Salesforce leaves off offering more intuitive analysis. We rely on the it for all forecasting discussions and it does not let us down.”

—Sr. Manager Worldwide Sales Operations, Malwarebytes

“This is the fourth company I have brought FunnelSource into — it’s scary to experience how lost I am without the app. I simply cannot run an effective, efficient business without it.”

—SVP Sales, Illusive Networks

“FunnelSource has given us a simple but highly effective tool to quickly and easily manage opportunities. It’s the one application that has transformed funnel management and given us an overview into our business.”

—Dir. of Finance, Navicure, Inc.