Funnel Report

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 navigate to the reports section from the left side menu 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 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 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 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 faqs