---
title: Funnel Report
slug: funnel-report
docTags: 
createdAt: 2024-11-22T06:37:58.645Z
---

The **Funnel Report** visualizes the progression of [enquiries](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

:::hint{type="warning"}
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](docId\:W77fOTsoi3FPy_lzWMCj2) section from the left-side menu.
2. Under the [Enquiries](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](docId:6Tr7YcPzJYzSJxwAItYrR) created during a specific timeframe.
  -

    ![](https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-x7sKANypcvbY59C6RgM3Y-20250625-083639.jpg)
- **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.

![](https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-LTo_zgCWIlQ8xApjHOlaF-20250625-083941.jpg)

## 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.

![](https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-KMOBfSbFTEplpqc49JrcO-20250625-084546.jpg)

# 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

1. **What is the purpose of the Funnel Report?**
   - The Funnel Report visualizes how enquiries move through each [stage](docId\:aVnHx6Ib8xCNxaEyRfY6s) of your selected pipeline, allowing you to identify drop-offs and optimize conversion rates.
2. **Who can access the Funnel Report?**
   - Only Admins, Managers, and users granted access to the [Reports module](docId\:W77fOTsoi3FPy_lzWMCj2) can view the Funnel Report. Restricted users cannot access it.
3. **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.
4. **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.
5. **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.
6. **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.
7. **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.
8. **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.
9. **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.
10. **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.