Feature Overview

The Active Sales Stages setup enables administrators to define which sales stages from your CRM are included in conversion rate calculations throughout TruSales. This critical setup categorizes sales stages into Early Stages, Late Stages, and Exclude Stages, allowing organizations to customize how conversion rates are calculated based on their sales process.

How It Works

The interface displays a comprehensive table of all active sales stages from your CRM system, organized into three main categories:

• Early Stages: Sales stages that represent the beginning of the sales process. These stages are included in conversion rate calculations as the starting point for measuring sales progression.
• Late Stages: Sales stages that represent the final phases of the sales process. These stages are included in conversion rate calculations as the target outcomes for measuring sales success.
• Exclude Stages: Sales stages that should be completely excluded from all conversion rate calculations and TruSales views.

Administrators can drag and drop stages between categories to reorganize them, and also toggle individual stages to skip conversion calculations while keeping them in their assigned category. The system maintains the original CRM stage order and provides visual indicators for stages that are excluded or skipped.

Use Cases

• For Admins: Configure conversion rate calculations to match organizational sales methodologies, ensuring accurate pipeline analysis and forecasting based on relevant sales stages.
• For Sales Managers: Define which stages represent meaningful progression in the sales process for accurate conversion tracking and team performance metrics.
• For Forecasting Teams: Ensure conversion rates are calculated using only the stages that represent actual sales progression, providing more accurate forecast models.

See It in Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Active CRM instance integration properly configured and synced with sales stages available
• Understanding of organizational sales process and stage definitions
• Knowledge of which stages represent early vs. late sales progression

Highlights

• Drag-and-drop interface for easy stage categorization and reordering
• Individual stage skip functionality for fine-tuned conversion calculations
• Visual distinction between included and excluded stages
• Original CRM stage order preservation for reference

Need Help?

Contact your Customer Success Manager for help configuring sales stage categorization for your organization's conversion rate calculations, or TruSales Support if you experience any technical issues with this page