--- title: FunnelSource Reviews meta_title: 'FunnelSource Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 20 reviews by the users' company size, role or industry to find out how FunnelSource works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 20 scale: '5' date_modified: '2026-08-07' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # FunnelSource Reviews **Vendor:** Funnelsource **Category:** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) **Average Rating:** 4.3/5.0 **Total Reviews:** 20 ## About FunnelSource Intuitive intelligence ## FunnelSource Reviews ### 1. Great Pipeline resource **Rating:** 4.0/5.0 stars **Reviewed by:** Edynn S. | Executive Director , Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2018 **What do you like best about FunnelSource?** The pipeline management is incredible! With it you can drive results and exceed targets with real-time insights into performance and pipelines. See how your pipeline is evolving in real time to identify trends and weakness so you can make adjustments now, before it’s too late. No need to have multiple dashboards and reports open. **What do you dislike about FunnelSource?** the drill down capabilities for the teams to individuals could be better. sometimes it requires a few extra steps to drill down into the individual pipeline and look at them. I also wish i had a monthly and quarterly view at the same time. **Recommendations to others considering FunnelSource:** It is a great solution for small to mid size sales floors looking to improve and automate their forecasting, it allows you to identify trends with in their pipe to be able to better predict revenue and fall out,See pipeline changes over any time period. Identify trends and uncover risks so you can take action now to avoid end-of-quarter surprises. **What problems is FunnelSource solving and how is that benefiting you?** we were suppose to be solving the problem with having to manually forecast or having to run so many different reports and then consolidate them into one file to read in meetings. ### 2. FunnelSource **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2019 **What do you like best about FunnelSource?** A great way to get a clear picture of sales performance via their pipeline management system **What do you dislike about FunnelSource?** Nothing really. The customer service is great, programming is awesome, workflow is great **Recommendations to others considering FunnelSource:** Seamless website integration as well as support staff **What problems is FunnelSource solving and how is that benefiting you?** Single screen interface, custom metrics, seamless website with great integration possibilities ### 3. Brief review of FunnelSource **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Enterprise (> 1000 emp.) **Reviewed Date:** December 13, 2018 **What do you like best about FunnelSource?** I like the ability to channel my funnel easily **What do you dislike about FunnelSource?** There is not much to complain about the system. **What problems is FunnelSource solving and how is that benefiting you?** Being able to have a source to look and anazlize your sales funnel is a great benefit and tool. ### 4. Funnel **Rating:** 3.5/5.0 stars **Reviewed by:** Javier S. | Sales Manager, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2018 **What do you like best about FunnelSource?** It’s very easy for us to use at the office,some enjoy how it’s eay to visualize.We have several options **What do you dislike about FunnelSource?** It s difficult to dislike anything that seems so simple to use.At this time,Imdo not have anything negative to say in reference to using this **What problems is FunnelSource solving and how is that benefiting you?** Helping us at the office with simplifying charts for most of our clients.,which makes for great relationships ### 5. FunnelSource within Salesforce is seamless for Biz Intel **Rating:** 4.0/5.0 stars **Reviewed by:** Thompson W. | Senior Strategy Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2017 **What do you like best about FunnelSource?** I like that there is a separate tab within my Salesforce browser window that is alongside the daily SFDC main tabs of reports. Within Funnelsource, the business Intelligence visual is very simple to explain and explain to stakeholders and company executives. **What do you dislike about FunnelSource?** The very low tech, generic main dashboard panel for WON, LOSt, etc. Very unattractive, and unsexy. Better off making 8 large buttons. **Recommendations to others considering FunnelSource:** Have the company VP Sales, VP Marketing, Director of Sales Operations, and President all trial it for the teams. If executive love it, it will work for the teams. **What problems is FunnelSource solving and how is that benefiting you?** Transparency of sales team's opportunities against MRR and quarter attainment. ### 6. Simple, one source of truth salesforce dashboard **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.) **Reviewed Date:** December 19, 2017 **What do you like best about FunnelSource?** One place to go within salesforce for live dashboard data. Cheaper than alternatives, uses SF hierarchy permissions, links back to specific opportunities through drill down. Basic point in time trending that allows for activity monitoring as well as identifying changes to pipeline and funnel. Great for holding sales team discussions around as all levels of data can be drilled into. Is housed within SF itself which allows for ease of access for sales team as well as on the go access. Can be a much cheaper replacement before getting into analytical tools like wave or tableau. **What do you dislike about FunnelSource?** Difficult to adjust for change. Requires recoding for new setup and sales structure changes. Reports are somewhat canned and does not allow for exploration. Not an BI tool but a simpler dashboard which is built around filtering down based on sales roles. Dashboard can look a little clunky and insights are not always obvious. **Recommendations to others considering FunnelSource:** Great canned dashboard for organizations where one source of truth is needed. Funnelsource consulting team will most likely need to build your initial setup, if organization changes or new data needs to be captured then you will likely need additional consulting. **What problems is FunnelSource solving and how is that benefiting you?** Able to agree on one number across all sources and have discussion where we are versus our quota. Simplifies very complex data and allows access to data through SF itself and on the go. Holding sales meetings and sales manager meetings around the dashboard and able to drill into opportunities that are in discussion. ### 7. Helpful for keeping your Sales team on track to hit quota **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2018 **What do you like best about FunnelSource?** Very visual forecasting tool to keep the entire Sales team on target to hit quota. **What do you dislike about FunnelSource?** Can sometimes be overly simplified - Always important to review details with your Sales team members. **Recommendations to others considering FunnelSource:** Use FunnelSource as a bird's eye view - With the many options to view the data, don't forget to still discuss deals 1:1 with teammates. It's geat insight, but don't forget to continue to manage details. **What problems is FunnelSource solving and how is that benefiting you?** Solves the issue ot accurate forecasting. Beneficial in that it includes multiple breakdowns to see the bigger pictures of all Sales opportunities in the pipe. ### 8. Great way to make SFDC more visible. **Rating:** 4.0/5.0 stars **Reviewed by:** Morris P. | Vice President of Worldwide Sales and Services, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2018 **What do you like best about FunnelSource?** I really like managing the pipeline from one screen, and also having visibility to all the changes in an opportunity. **What do you dislike about FunnelSource?** Pricing is a bit high, given the fact you are paying for this on top of SFDC. **What problems is FunnelSource solving and how is that benefiting you?** Faster analysis of pipeline, better one on one meetings with sales reps, better overall internal intelligence and earlier detection of deal red flags. ### 9. Review for FunnelSource **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2017 **What do you like best about FunnelSource?** FunnelSource is user friendly. We had FunnelSource and swapped to a Salesforce admin to run dashboards but we are now converting back because it will be much easier to use and read. **What do you dislike about FunnelSource?** I think we decided not to use FS because it was a little expensive and we wanted to see if we could find a less pricey option. **What problems is FunnelSource solving and how is that benefiting you?** We are able to clearly see our goals and where we are at on hitting them! ### 10. good communication **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2018 **What do you like best about FunnelSource?** Funnel source has provided me with amazing top of the line communication. They have provided us with custom reports as well as interactive sales reports. **What do you dislike about FunnelSource?** I have had such an amazing experience with them that I don't have any bad feedback. **What problems is FunnelSource solving and how is that benefiting you?** To forecast projects. We have made the projects happen. ### 11. Interactive Funnel Dashboards **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.) **Reviewed Date:** October 25, 2017 **What do you like best about FunnelSource?** The reports are easy to configure despite our complex sales model. **What do you dislike about FunnelSource?** Sometimes the reports load slowly. Usually refreshing the page fixes that problem. **What problems is FunnelSource solving and how is that benefiting you?** We're trying to provide clear insight both at the CEO level and drilled down for each sales rep regarding their progress towards goals based on their funnel. ### 12. Easy to Use Deal Tracking Solution **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 28, 2017 **What do you like best about FunnelSource?** It's easy to drill down into different views **What do you dislike about FunnelSource?** Sometimes i cannot look out into the future for future quarters, and sometimes the quota is not aligned correctly. **Recommendations to others considering FunnelSource:** I recommend this solution, its pretty easy to use and easy to access. I don't know about the mobile app though. **What problems is FunnelSource solving and how is that benefiting you?** We are able to solve the issue of visibility into pipeline. Realized benefits from being on top of our deals. ## FunnelSource Discussions - [What is FunnelSource used for?](https://www.g2.com/discussions/what-is-funnelsource-used-for) - [View FunnelSource pricing details and edition comparison](https://www.g2.com/products/funnelsource/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+12%3A13%3A53+-0500&secure%5Bsession_id%5D=814df300-1a84-4c8f-85dc-7aae771737c0&secure%5Btoken%5D=e0a71b19c787cc64155179ed54f6340340d96842410f448f7b48fa22b6cc4c4d&format=llm_user) ## FunnelSource Features **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports ## Top FunnelSource Alternatives - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,503 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,501 reviews) - [Aviso](https://www.g2.com/products/aviso/reviews) - 4.3/5.0 (977 reviews)