Sales funnel report

Owned by Customer Service
Last updated: Sept 02, 2024 by Oleg Padalko (Unlicensed)
3 min read

 

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In the 0.61.1 release, we added a completely new report type in the http://Leeloo.ai Analytics section called “Sales Funnel”.

The main purpose of a sales funnel report is to identify the bottlenecks and obstacles that customers face during the buying process. This allows the business to focus on improving conversions and optimizing marketing and sales efforts.

Sales funnel according to sales plans

To create a report on sales plans:

To create a report, go to the “Analytics” section and go to the “Reports” tab

  1. Click “Add report”

  2. In the next dialog box, enter the name of your report, select the report type “Sales Funnel“, group by sales plans, select a sales plan or set of sales plans for which you want to generate a report, select a reporting period and select deal statuses that you do not want to include in report (optional). You also need to select a sales manager or group of sales managers.

 

  1. Click the “Create” button and wait for the notification that the report is ready

  1. The report is ready

Parameters that the report displays:

average time of transactions being in a separate status

average cycle of successful deals

average cycle of failed deals

the number of transactions in each individual status and the amount of money in these transactions

Sales funnel by sales managers

Grouping sales funnel data by manager allows you to evaluate and compare the performance of different employees. This helps identify top sellers, as well as identify problem areas and ineffective practices that require adjustments or training.

This type of report can be configured with such important parameters as grouping by sales managers (there can be one manager or several), by sales plans (there can be one or several), selecting a reporting period, excluding certain transactions with a certain refusal status from the report.

To generate this report, you need to select the “Group by sales managers” option

Parameters that the report displays:

  • average time for transactions to remain in a separate status

  • average cycle of successful deals

  • average cycle of failed deals

  • the number of transactions in each individual status and the amount of money in these transactions