01What it is
The funnel counts enquiries created in the chosen range and checks how far they got: whether they have a quote, whether the quote was accepted or converted into a job, whether a job was created from the quote and whether that job has a paid payment.
Conversion at each step is counted from the previous step, not from the number of enquiries. That way you see which step really leaks. The From enquiry to payment tile shows how effective the whole path is.
The report is an extended mode item and belongs to the Advanced finance module.
- FIVE STEPS
- Enquiries, quotes, accepted, jobs, paid.
- SOURCES
- How many came from each channel and how many you won.
- LOSS REASONS
- Why enquiries end up lost.
02What it is for
Where you lose customers
The biggest drop between steps shows what to improve.
Which channels work
Win rate and estimated value of enquiries from each source.
Why you lose
A ranking of the loss reasons recorded on enquiries.
Trend
Enquiries and wins month by month.
03Main options
The report has four tiles compared with the previous period and two tabs: Funnel and Sources and losses.
What survives each step
Steps chart, enquiry trend and a table.
- Chart: enquiries, quotes, accepted, jobs, paid
- Enquiries and wins over time, month by month
- Table: step, remaining, dropped, conversion
Where they come from and why you lose
Enquiry sources and loss reasons.
- Share by source, for example referral, Instagram, Google, property manager
- Table: source, enquiries, won, win rate, estimated value
- Loss reasons from enquiries marked as lost
04Tasks step by step
- STEP 1Open Modules › Reports › Sales funnel.
- STEP 2Set the range, for example 90 days.
- STEP 3In the table, check the Dropped column and the conversion. The step with the lowest conversion is the one to improve.
- STEP 1Open the Sources and losses tab.
- STEP 2Compare the number of enquiries with the win rate. The loudest channel does not always win the most.
- STEP 1When you close an enquiry as lost, enter the reason it was lost.
- STEP 2Enquiries without a reason go under No reason given.
05Actions
The most common tasks in the sales funnel.
Date range
Compared with the previous period.
Conversion
The percentage moving from one step to the next.
CSV export
Funnel steps and enquiry sources.
06What it connects to
Choose a module to see where the funnel steps come from.
Enquiries
Enquiries with their source, estimated value and loss reason feed the funnel.
Go to the topicEnquiriesQuotes
The quote on an enquiry, its acceptance and conversion into a job are the next steps.
Go to the topicQuotesCustomers
The customer report shows who the people who already ordered are.
Go to the topicCustomers