One screen to replace countless dashboards and spreadsheets.
Transform your sales reporting with our customizable single-screen view set up to support your organization's unique business requirements.
Reps are paid to win, not sift through data. So give them a no-nonsense, quota-centric view designed for how they think. Boost data integrity and accountability where it matters most.
Give executives and managers a real-time view of the funnel to manage proactively and hold reps to task. Improve pipeline health and forecast accuracy by exposing issues today, before it's too late.
From day one, FunnelSource gives immediate insights into the many challenges facing sales organizations. Say goodbye to multiple dashboards, endless reports, and static Excel files.
Features & Benefits
See your sales funnel come to life in one screen that replaces countless dashboards, reports, and Excel files. Get everyone's eyes on the same page to improve communication and accountability.
An intuitive quota engine lets you mass-assign multiple targets to reps by opportunity type, vertical, product, and more. Your opportunities live in Salesforce -- shouldn't your quotas?
Accurate forecasting without the spreadsheets. Able to handle the complexity of multiple products or revenue streams. Quickly drill into managers and reps to assess the accuracy of their numbers.
See pipeline changes over any time period. Identify trends and uncover risks so you can take action now to avoid end-of-quarter surprises.
Customer-specific metrics support unique reporting requirements and sales processes. Give visual guidance to shorten sales cycles and increases win rates.
FunnelSource is a 100% native Salesforce app that fits right into your existing workflow. We don't batch or data-warehouse. Go live in hours, not days or weeks.
How can FunnelSource help you maximize the potential of your sales organization?
Businesses serious about selling rely on FunnelSource.
“I cannot speak highly enough of FunnelSource. Its design is incredibly simple, intuitive, and most importantly, FAST. Even our reps use it, and any tool that a sales rep uses on their own volition without outside encouragement from management speaks for itself.”—Revenue Operations Manager, LeadGenius
“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 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.