Table of Contents

Funnel Overview: Comparison Tab

Erika Updated by Erika

This Dashboard shows you how well your Funnel is performing in a given stage compared to previous time periods. Questions this dashboard answers include:

  1. How does the velocity and total of the selected chart measure compare to previous periods?
  2. Is my velocity based on the chart measure improving or falling off?
Important Note: All filters apply to all widgets as a rule unless otherwise noted

The KPI Metrics for the Cohort tab show you top level metrics for your Funnel’s current landscape. It shows you high level performance indicators related to Funnel Starts, Pipeline and Bookings.

  1. Pipeline - how many dollars are associated with opportunities created during the selected time period
  2. Bookings - how many dollars are associated with closed/won opportunities during the selected time period
  3. Pipeline to Bookings - the percentage of pipeline that has converted to closed/won during the selected time period
  4. Journey Starts Last 30 - the count of journeys that have started in the last 30 days
  5. MoM Change - the change from this past 30 days to the previous 30 days
  6. Successful Completions Last 30 - the number of journeys that advanced to the final stage (successfully completed) of your funnel in the last 30 days
  7. MoM Change - the change from this past 30 days to the previous 30 days
  8. Average Days to Success - the average number of days it takes for a journey to start and transition to the final stage of your funnel
  9. MoM Change - the change from this past 30 days to the previous 30 days

Stage Name Comparison

This chart’s name is reliant on the user’s selection of Stage. This selection determines which stage is on display when analyzing performance vs. previous periods. Our default example shows you the first stage of your Funnel. You’ll likely want to pick a different stage that is more important to your department.

  1. This title is dynamic based on your Stage selection.
  2. The x-axis shows the periods that are being compared, you can select how many previous periods you’d like to display and whether or not to include the current period.
  3. The y-axis shows the number of journeys that entered the selected stage during the selected timeframe.

Comparison Details

This chart shows how your Group by Selection is performing. This example shows you a Cohort of journeys based on their start date so that you can see how each month performed against the other months.

  1. Comparison Detail - this widget summarizes the data presented in the <Stage Name> Comparison widget
  2. Stage Starts - shows the number of journeys that have entered this stage during the presented time frame
  3. Stage Completions - shows the number of journeys that have advanced from this stage during the selected time frame
  4. Journey Starts - shows you how many journeys began during the time period selected, regardless of stage
  5. Completed Journeys - shows you how many journeys completed during the time period selected
  6. Current Month - the columns represent the time frames selected in the filter drawer

Filters

Order

Filter Label

Required

Default Value

Selection

1

Date Aggregation

  • Weekly
  • Monthly
  • Quarterly
  • Yearly

Y

Monthly

Single

2

Funnel Name

Y

Organization’s Default Funnel Model

Single

3

Stages

Y

Stage 1

Single

4

Journey / Stage Start Date

Y

Stage Start Date

Single

5

Starting Period

Y

This Period

Single

6

Periods to Compare

Y

4

Single

7

Chart Measure

Y

Journey Start Date

Single

Company 1

Company Lists

N

N/A

Multi-Select

Company 2

Company Owner

N

N/A

Multi-Select

Company 3

Company Segment

N

N/A

Multi-Select

Company 4

Company Tier

N

N/A

Multi-Select

Company 5

Company Type

N

N/A

Multi-Select

Company 6

Customer Status

N

N/A

Multi-Select

Company 7

Industry

N

N/A

Multi-Select

Company 8

Region

N

N/A

Multi-Select

Opportunity 1

Opportunity Lists

N

N/A

Multi-Select

Opportunity 2

Opportunity Status

N

N/A

Multi-Select

Opportunity 3

Opportunity Type

N

N/A

Multi-Select

Person 1

Department

N

N/A

Multi-Select

Person 2

Job Level

N

N/A

Multi-Select

Person 3

Person List

N

N/A

Multi-Select

Person 4

Title

N

N/A

Multi-Select

How did we do?

Funnel Overview: Stage Analyzer Tab

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