Funnel Report

the funnel report visualizes the progression of enquiries overview docid 6tr7ycpzjyzsjxwaityrr 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 overview docid\ w77fotsoi3fpy lzwmcj2 section from the left side menu under the enquiries overview docid 6tr7ycpzjyzsjxwaityrr 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 overview docid 6tr7ycpzjyzsjxwaityrr 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 what is the purpose of the funnel report? the funnel report visualizes how enquiries move through each enquiry stage updated docid\ avnhx6ib8xcnxaeyrfy6s 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 overview docid\ w77fotsoi3fpy lzwmcj2 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 pipeline’s 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