Funnel Report
8 min
The Funnel Report visualizes the progression of enquiries๏ปฟ 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:
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
- Period
- Options include: Today, Yesterday, This Week, Last Week, This Month, Last Month, and Custom.
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- Pipeline
- Select from pipelines such as โOptimized Clinic Workflowโ or โSales Pipeline.โ
- 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
- Conversion Analysis
- Track the conversion rate between stages to understand which stages are performing well and which need improvement.
- Resource Allocation
- Allocate resources effectively by identifying stages with high drop-off rates and addressing underlying issues.
- Pipeline Optimization
- Compare funnels across pipelines to benchmark performance and standardize best practices.
Best Practices
- Monitor Trends Regularly
- Use the Funnel Report weekly to ensure your pipeline maintains healthy conversion rates.
- Collaborate on Insights
- Share the report with your team to brainstorm solutions for improving conversion rates at weak stages.
- Optimize Filters
- Customize filters to focus on specific timeframes or pipelines for more actionable insights.
๏ปฟFAQs๏ปฟ
- What is the purpose of the Funnel Report?
- The Funnel Report visualizes how enquiries move through each stage๏ปฟ of your selected pipeline, allowing you to identify drop-offs and optimize conversion rates.
- Who can access the Funnel Report?
- Only Admins, Managers, and users granted access to the Reports module๏ปฟ can view the Funnel Report. Restricted users cannot access it.
- Can I filter the Funnel Report by date or pipeline?
- Yes. You can apply filters by Period (e.g., Today, Last Month) and Pipeline (e.g., Optimized Clinic Workflow) to focus your analysis.
- What does the percentage shown next to each stage represent?
- It shows the conversion rate from the previous stage to the current stage. This helps highlight where the most significant drop-offs occur in your pipeline.
- How is the conversion rate calculated?
- The conversion rate is calculated as the number of enquiries in the current stage divided by the number of enquiries in the previous stage, shown as a percentage.
- Can I compare multiple pipelines in one view?
- No, the report displays one pipeline at a time. To compare pipelines, apply the filter separately for each and export or note the results for side-by-side analysis.
- What should I do if I notice a sharp drop-off between two stages
- Investigate potential issues in the process between those stages, such as delayed follow-ups or unclear messaging, and consider team training or process improvements.
- Does the report include lost or won enquiries?
- Yes, if they are part of the pipelineโs stages. The final stage may represent Won, Lost, or another outcome depending on your pipeline configuration.
- Can I export the Funnel Report data?
- Currently, the visual chart itself is not exportable, but you can note the figures manually or take screenshots for sharing and reporting purposes.
- How often should I review the Funnel Report?
- It's recommended to review the Funnel Report weekly or biweekly to track trends and act quickly on stages that show declining conversion performance.