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When it comes to reporting, our customers need reports straight out of FLG CRM based on the dates that lead statuses change, not just when leads are received. Funnels, our brand new reporting feature, is our answer to that problem.
Check out how Funnels can provide you with more meaningful business reports.
What is Funnels?
How does Funnels work?
First, you set up a funnel to define the structure of the data to be collected with as many funnel steps as you need. Within each funnel step you can include one or more lead group statuses.
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.
One size doesn't fit all - that's why we created funnel behaviour options.
What else can I do with Funnels?
Another great thing about Funnels is that you can create funnel charts to give you a clear and simple graphical representation of your funnel reports, showing conversion rates and the average elapsed time at each funnel step.
You also have instant access to all the standard FLG Insights features, such as the ability to download, schedule and share reports.