Want to track your leads through each stage in your process, and see where you might be losing sales? Look no further!
The funnel report provides data on lead progression through Nutshell stages (your sales pipelines). Use this report to gain a better understand the flow of your leads during a specified time frame.
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 team members advance leads
- If users are meeting goals of lead advancement
- Date range
- Tags (lead Tags)
- # / $ 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
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.
How far back will the Funnel report cover?
The Funnel report will pull lead data after January 8, 2016.