Stage Heatmap

the stage heatmap report offers a visual overview of enquiries grouped by their last stage within a selected timeframe and pipelines docid\ gj3uv 1tt8ogkdjrid94f this tool is designed to help identify bottlenecks and trends in your enquiry stages, enabling better workflow optimization and team performance analysis getting here this module is restricted to admins , managers , and users with appropriate access permissions restricted users (as set by admins) will not have visibility to this module to access the stage heatmap report navigate to the reports overview docid\ w77fotsoi3fpy lzwmcj2 module from the left side menu under the enquiries overview docid 6tr7ycpzjyzsjxwaityrr category, select stage heatmap using the report this report provides filtering and sorting options to customize your data view and gain actionable insights filters overview period options include today, yesterday, this week, last week, this month, last month, and custom use case analyze enquiries overview docid 6tr7ycpzjyzsjxwaityrr during a specific timeframe to track progress and identify seasonal trends pipeline select from predefined pipelines such as “optimized clinic workflow,” “sales pipeline,” or custom department pipelines use case focus on a specific pipeline to uncover bottlenecks or performance improvements within that workflow/pipeline enquiry status options include open, won (paid), and lost use case monitor enquiries by their resolution status and focus on improving specific outcomes interacting with the report heatmap visualization the heatmap represents the count of enquiries in each stage, with darker shades indicating higher volumes use case quickly identify stages with the highest concentration of enquiries based on their creation date and take corrective action if needed the date displayed represents when the enquiry was made, not when it moved to that specific stage helping you understand how newly created enquiries distribute across different stages over time visualizing filtered data graphical view the heatmap groups enquiries by their last stage, such as new, qualified, or booked practical use cases pipeline bottleneck identification use the heatmap to pinpoint stages where enquiries tend to stagnate and implement process improvements pipeline performance analysis compare the volume of enquiries across different pipelines to allocate resources more effectively team efficiency evaluation analyze enquiry stages alongside team performance to identify training needs or workload distribution issues best practices regular analysis review the stage heatmap weekly to maintain a healthy pipeline and address bottlenecks promptly collaborate on findings share heatmap insights with your team to foster alignment on goals and strategies optimize filters save frequently used filter combinations to streamline future reporting efforts faqs what does the stage heatmap docid\ ors5lumfxuqqpj4zewovv report show? the report displays the volume of enquiries overview docid 6tr7ycpzjyzsjxwaityrr grouped by their last recorded stage, helping you identify which stages are overloaded or underperforming can i filter data by multiple pipelines? no, the report only supports selecting one pipeline at a time to keep the heatmap focused and easy to interpret what do the heatmap colors represent? the darker the color, the higher the concentration of enquiries in that stage lighter colors indicate fewer enquiries how frequently is the heatmap data updated? the data reflects real time information as per the selected filters and does not require manual refresh can i export the stage heatmap data? yes, you can export it by right clicking to download it why am i not seeing all enquiry stages in the heatmap? the heatmap displays all stages in the selected pipeline; however, only stages that contain enquiries within the selected period are visually highlighted with color if a stage has no enquiries, it will still appear, but with no shading how do i spot bottlenecks using this report? look for stages with high enquiry counts and dark colors, they may indicate areas where leads are getting stuck and need attention can i drill down into individual enquiries from the heatmap? no, the stage heatmap report is designed for aggregate level insights only to explore individual enquiries, you should use the enquiry analytics docid\ etuql9czk9ada1etwvfl0 report instead what’s the difference between the heatmap and the funnel report the heatmap shows how many enquiries are in each stage on specific dates, helping you spot patterns or bottlenecks over time the funnel report docid\ z0yqvpw 94bnofrujlak3 , on the other hand, focuses on how enquiries progress through each stage, offering a clear view of conversion rates between stages who can access the stage heatmap report? only admins, managers, and users with explicit permission to view reports overview docid\ w77fotsoi3fpy lzwmcj2 reports can access this module restricted users cannot see it