The funnel report is available on Nutshell Pro and above.
Want to track your leads through each stage in your pipeline, and analyze where you are winning and losing sales?
The funnel report provides data on lead progression through Nutshell stages (your sales pipelines). Use this report to better understand how your leads move through your pipeline.
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Take a tour in Nutshell:
What does the Funnel report show me?
The value or quantity of leads in a given pipeline
How leads move through your sales funnel
Where leads are getting stuck/lost
A lead's likelihood of being won at each stage
If lead sources or competitors influence the advancement of your leads
How effectively each team member advances leads
If users are meeting goals of lead advancement
Filters
Date range
Assignee
Tags (lead Tags)
Sources
Competitors
Products
Components
# / $ of leads that flowed through the stage during the time period
# / $ / % of leads that advanced past this stage
# / $ / % of leads won / lost / cancelled from within this stage
# / $ of leads present in this stage at the beginning of the time period
# / $ of leads remaining in this stage at the end of the period
View when leads moved between stages
If you want to see how long leads spent in each stage or when they moved from one stage to the next, you can use the download feature on the Funnel report.
The downloaded CSV includes a per-lead list of timestamps showing when each lead entered and exited each stage of your pipeline. With this data, you can calculate movement between stages during a particular time period, for example, how many leads moved from Prospecting to Qualified in July or how long each lead stayed in a stage. This allows you to analyze stage movement and timing of each lead.
FAQ
What does "Already" mean?
"Already" indicates the # / $ of leads that were present in that stage at the beginning of the time period. For example, in the last 7 days, you may have added 10 new leads to a stage, which already had 15 leads in that stage.
What does "Remain" mean?
"Remain" indicates the # / $ of leads remaining in this stage at the end of the period. For example, you may have advanced 10 leads from one stage to another stage, but 7 leads may remain for the time period.
I clicked through to a leads list from the funnel report, but the leads don't match the filters I used in the report! What's going on?
The funnel report is a snapshot in time, based on the date range filter you selected on the report. When you click through to drill down on your leads from the report, Nutshell shows you the leads in their current state. If they've progressed to a new stage or the assignee has been switched since the date range in your funnel report, your leads might look like they don't match.
What leads are included in the report?
The funnel report will show any lead that was open and in any of the stages of your selected pipeline, and that match any of the other filters you have applied to the report. Pending leads are not considered in the funnel report.
How far back will the funnel report cover?
The funnel report will pull lead data after January 8, 2016.
I'm not a Nutshell Pro customer. How can I see this report?
Contact our team at support@nutshell.com to try out Nutshell Pro for free for 7 days. If it's right for you, we'll help you upgrade your account!