Reporting & analytics with our new 'Funnels' feature

Funnels is a new report type in FLG Insights. Unlike most other reports, which are concerned with when a lead is received, Funnels focuses on how leads progress through your sales process. It’s a useful method to gain insight on your sales life cycle within a specific date range as leads move through your defined funnel steps.

A funnel report can help highlight where performance is strong or weak. Where weak, it allows you to focus on understanding and improving that part of your process. Generally you will want to know where you’re losing opportunities by looking at the biggest drop offs between funnel steps and where you need to improve or prioritise your efforts.

 

Once you create a funnel, a funnel report can tell you what happens to leads within a specific time period as defined by your funnel steps, by interrogating and presenting the data collected by the funnel.

But, when it comes to creating funnels, we know that once size doesn’t fit all. That’s why we created funnel behaviour options so you can fine tune your funnel reports.

For example, you can create a strict ‘closed’ funnel, where a lead has to follow the defined steps in order to be included in the report, or various types of ‘open’ funnels where a lead can enter midway through, leave, return and skip steps with previous steps being back-filled.