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Sales funnel management method and system

  • US 20080103876A1
  • Filed: 12/28/2006
  • Published: 05/01/2008
  • Est. Priority Date: 10/31/2006
  • Status: Abandoned Application
First Claim
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1. A method for evaluating opportunities in a sales funnel management system, the method comprising:

  • selecting one or more filters from one or more respective filter categories;

    using the selected one or more filters to filter data provided to a data file;

    providing actual opportunity data to the data file for each of one or more sales stages for each of one or more periods of time, based on the selected one or more filters;

    displaying at least a portion of the provided actual opportunity data; and

    comparing the actual opportunity data to desired opportunity data to indicate whether a business entity is meeting its business plan.

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