Update Dashboard Leads Pipeline Funnel to Show Total Leads by Value

[ashishkumar-webkul]

Feature Request

Title

Update Dashboard Leads Pipeline Funnel to Show Total Leads by Value

Description

The dashboard leads pipeline funnel currently displays the count of leads based on their current stages. This approach can lead to confusion when analyzing overall lead distribution. Instead, the pipeline funnel should display the total number of leads by their value to provide a more comprehensive overview.

Expected Behavior

• The pipeline funnel should represent the total number of leads aggregated by their value rather than just the current stage counts.
• This will ensure more accurate and actionable insights.

Current Behavior

• The pipeline funnel only shows the number of leads by their current stages, which might not reflect the total leads accurately.

Steps to Reproduce

1. Navigate to the Dashboard section.
2. View the Leads Pipeline Funnel.
3. Observe that the number displayed represents current leads by stages rather than the total lead count by value.

Suggested Solution

• Modify the data aggregation logic for the pipeline funnel to calculate and display the total leads based on their value.
• Update the UI labels to reflect this change if necessary.
• Also we should be able to see the total leads count.

Priority

High

Benefits

• Enhanced clarity and usability of the pipeline funnel for lead management.
• Improved decision-making based on more comprehensive data representation.

Attachments

• Current Pipeline Funnel Screenshot -> https://prnt.sc/EcHOgMcB1v3x
• Example or Mockup of the Proposed Funnel Display -> https://prnt.sc/BHyHBpmsxn5P