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Reports Overview
Reports: Enquiries

Funnel Report

7min

The Funnel Report visualizes the progression of enquiries through each stage of your pipeline, highlighting conversion rates between stages. This report is crucial for identifying drop-off points and optimizing your sales or service funnel.

Getting Here

Note: This module is restricted to Admins, Managers, and users with the appropriate access. Restricted users will not have access.

To access the Funnel Report:

  1. Navigate to the Reports section from the left-side menu.
  2. Under the Enquiries category, select Funnel Report.

Using the Report

The Funnel Report is designed to provide an easy-to-understand visual representation of enquiry data filtered by specific parameters.

Filters Overview

  1. Period
    • Options include: Today, Yesterday, This Week, Last Week, This Month, Last Month, and Custom.
    • Use Case: Analyze the funnel for enquiries created during a specific timeframe.
  2. Pipeline
    • Select from pipelines such as “Optimized Clinic Workflow” or “Sales Pipeline.”
    • Use Case: Focus on a specific pipeline to understand conversion dynamics in that workflow.

Interacting with the Report

  • Funnel Visualization
    • The report displays a funnel chart with stages and corresponding enquiry counts.
    • Each stage shows the absolute count and conversion percentage relative to the previous stage.
    • Use Case: Quickly identify stages with the highest drop-offs to focus improvement efforts.

Practical Use Cases

  1. Conversion Analysis
    • Track the conversion rate between stages to understand which stages are performing well and which need improvement.
  2. Resource Allocation
    • Allocate resources effectively by identifying stages with high drop-off rates and addressing underlying issues.
  3. Pipeline Optimization
    • Compare funnels across pipelines to benchmark performance and standardize best practices.

Best Practices

  1. Monitor Trends Regularly
    • Use the Funnel Report weekly to ensure your pipeline maintains healthy conversion rates.
  2. Collaborate on Insights
    • Share the report with your team to brainstorm solutions for improving conversion rates at weak stages.
  3. Optimize Filters
    • Customize filters to focus on specific timeframes or pipelines for more actionable insights.

FAQs



Updated 24 Dec 2024
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