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Funnel ScoreCard®

Opportunity Evaluation and Loss Review Process

Funnel ScoreCard® provides sales organizations a method to quickly and systematically identify the best opportunities to pursue. This program offers the framework to make fact-based decisions around resource allocation and time management.

“The course content was very thorough and provided a better structure for evaluating and rating new business opportunities."

Account Manager, Manufacturing

For those concerned with improving forecasting, strengthening funnel integrity, and directing resources toward the right sales objectives, a customized Funnel ScoreCard® helps assess opportunity potential. Additionally, this program facilitates Win-Loss reviews by using the ScoreCard to identify which criteria were met and what information remained unknown during the sales cycle.

Funnel Scorecard Overview
Program Overview