Quick summary
ActiveCampaign's Deals pipeline lets you track the progress of your sales funnel through the built-in Funnel report, giving teams clear visibility into deal movement at every stage. In just a few clicks, you can navigate from the Deals menu to a detailed pipeline report without any manual data pulling.
Steps
- Click the Deals menu in the main navigation to open your deals workspace.
- Under Reports, click the Funnel option to access pipeline reporting.
- Click the pipeline you want to view from the available list.
- Review the pipeline progress information displayed, showing the current status and movement of deals through your funnel.
