Funnel report

The Funnel report helps you to analyse lead and deal progression through the sales pipeline. For example, how many deals are incoming, how many are in contract negotiation, and so on. This report also shows you the progression of your deals that started as leads.

To view the Funnel report

• From the Reports page, select Pipeline Analysis > Funnel Report.

There are two ways to look at the Funnel report: either by leads or by deals only. To view by leads, click the Leads tab.

The Leads view of the report shows you the progression through lead status (new, working, attempting contact, etc.) and then through the sales pipeline as leads are converted and deals are created.

Note: When looking at the conversion rates for deals that started as leads, the timeframe is based on the lead's creation date, not on the deal's creation date.

If you want to see only deals, click the Deals Only tab.

This view of the report shows you deals at each stage in your sales pipeline. To see the detail for a pipeline, click the stage and the table view of the report is displayed.

Note: This report shows you deals based on their creation date. For example, if you have your filter set to view deals in October 2019, only those deals that were created in October are displayed in your report.

Each deal within each pipeline stage lists the deal value, the current stage, and the deal owner. You can view a deal’s card by clicking its name. You’ll also see a summary, for each stage, of which stayed (did not progress in the pipeline), those that progressed, and how many were unqualified or lost.

You can define a different time period and also add the ownership filter to view only one team member or compare specific team members, for example. You can also add filters to select specific deal sources, tags, and your custom fields.