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Funnel Overview: Journeys Tab

Erika Updated by Erika

Funnel Overview - Journeys Tab

You can find detailed Funnel Journey information on the Funnels Journey Tab. Additionally, you can access by clicking on the numbers of Journeys in the rest of the Funnels Dashboard. Soon you will be able to see the 350 Journeys that reached the MQL stage last month by clicking the link to the Journeys report. Behind the scenes, the Dashboard will be passing along the currently applied filters to show you the Journeys behind the numbers.  

Important Note: All filters apply to all widgets as a rule unless otherwise noted

Journey Starts Over Time

This chart’s name is reliant on the user’s selection of Chart Measure. This selection determines which chart measure is on display. Our default example shows you the journey starts that occurred during the selected Date Period.

  1. This title is dynamic based on your Chart Measure selection
  2. The x-axis shows the time period
  3. The y-axis shows the count associated with your Chart Measure selection

Journey Details

This chart shows you which journeys exist based on your filter selections. When linked to this page, this is where you can see the journeys associated with the metrics you’ve selected. You can link to these specific journeys to see all of their details.

  1. Journey Detail - the widget title
  2. Journey Start Date - shows the date/time of when the journey began
  3. Company Name - this column is dynamic based on the Funnel selected, it will show either Company Name, Person Name or Opportunity Name
  4. Current Stage - shows the the current stage of the journey
  5. Company Owner - this column is dynamic based on the Funnel selected and shows you the owner of the opportunity
  6. Associated Pipeline - shows you the pipeline associated with the journey

Filters

Filter Label

Required

Default Value

Selection

Date Period

Y

Last 365 Days

Single

Funnel Name

Y

Organization’s Default Funnel Model

Single

Current Stage

N

N/A

Multi-Select

Stage Reached

N

N/A

Single Select

Chart Measure

Y

Stage Starts

Single

Company Lists

N

N/A

Multi-Select

Company Name

N

N/A

Multi-Select

Company Owner

N

N/A

Multi-Select

Company Segment

N

N/A

Multi-Select

Company Tier

N

N/A

Multi-Select

Company Type

N

N/A

Multi-Select

Customer Status

N

N/A

Multi-Select

Industry

N

N/A

Multi-Select

Region

N

N/A

Multi-Select

Opportunity Lists

N

N/A

Multi-Select

Opportunity Status

N

N/A

Multi-Select

Opportunity Type

N

N/A

Multi-Select

Department

N

N/A

Multi-Select

Job Level

N

N/A

Multi-Select

Person List

N

N/A

Multi-Select

Title

N

N/A

Multi-Select

How did we do?

Funnel Overview: Comparison Tab

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