Description
Visual Opportunity Funnel for SuiteCRM
Managing opportunities in a traditional list view makes it difficult to understand the true state of your sales pipeline.
The iGo Advanced Opportunity Funnel for SuiteCRM introduces a visual funnel management system that allows sales teams to instantly see where every opportunity stands and move deals forward with simple drag-and-drop interaction.
Instead of digging through reports and filters, your team can manage the entire pipeline visually.
Opportunity Kanban Board
The Opportunity Kanban board displays your pipeline as a series of stages representing your sales process.
Each opportunity appears as a card that can be moved between stages as deals progress.
Key Benefits
- Instantly visualize your pipeline
- Move deals forward with drag-and-drop
- Identify stalled opportunities quickly
- Focus your team on closing deals
- Drag and Drop Stage Changes!
Because the board uses your existing SuiteCRM Sales Stages, it works immediately with your current pipeline setup.
Built-In Sales Forecast Dashlet
In addition to the Kanban pipeline, the plugin includes a Sales Forecast Dashlet that provides a clear picture of expected revenue.
The forecast uses your opportunity values and stages to calculate:
- Expected revenue
- Weighted pipeline value
- Forecast totals
- This gives managers and sales teams a quick snapshot of upcoming revenue without needing complex reports.
Designed for SuiteCRM
The plugin integrates directly into SuiteCRM dashboards and uses standard fields such as:
- Opportunity Amount
- Sales Stage
- Close Date
- Probability
This means no complicated configuration is required.
Perfect For
- Sales teams managing active pipelines
- Companies that want better pipeline visibility
- Managers who need quick forecasting insights
- SuiteCRM users who prefer visual workflow tools
A Simple Upgrade for Better Pipeline Management
The iGo Advanced Opportunity Funnel is designed as a lightweight but powerful upgrade for SuiteCRM users who want better control over their sales pipeline.
By combining visual pipeline management with forecast visibility, it helps sales teams stay focused on closing deals.
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