Table of Contents

Funnel Overview: Progression Tab

Erika Updated by Erika

Funnel Overview - Progression Tab

This Dashboard shows you how things are moving through your funnel. Answering questions like what is working, what isn’t working, and where things are getting stuck. Below is a comprehensive list of questions this page answers:

  • How long are journeys in given stages and are they improving?
  • Is our creation of journeys or effectiveness of journey progression improving over time?
  • Am I increasing my efficacy stage by stage?
  • Where are my journeys getting stuck? (i.e. How long have these journeys been in a given stage? Are we increasing the number of journey timeouts?)
Important Note: All filters apply to all widgets as a rule 

The <Metric> Over Time Heatmap

This heat map shows rows based on stages, and columns based on the stage start date. The key use case is to show various stage level KPIs over time.

Metrics
  • Stage Conversion Rates: What percentage of journey progressed to the next stage? The number of journeys that hit that stage during the date AND successfully advance divided by the total number of journeys hitting this stage
  • Stage Exit Rates: What percentage of journeys ended after hitting this stage and then failing to progress? The number of journeys that hit that stage during the date range and then ended without advancing to another stage divided by the total number of journeys hitting this stage
  • Avg Days in Stage: For journeys that hit this stage, on average how long do they spend in this stage. This includes journeys that exit early in this stage, advance to the next stage, or are still active in stage
  • Active Journeys: A count of all active journeys currently in this stage that entered that stage during that date range. Note this is active journeys in stage and opposed to active journeys that at one point were in this stage
  • Stage Starts: The number of journeys that entered this stage regardless of what happened to these journeys after entering the stage

Campaign level filters are based off of converting events

Filters:

  • The heatmap respects person, company and campaign level filters
  • Due to concerns of over filtering, filtering at the campaign and person level while allowed is not recommended

Dates:

  • Date range selection is locked to the 10 preselected date ranges. Current Quarter, Current Year, Current and Previous Quarter, Current and Previous Year, Previous Quarter, Previous Year, Past 60 days, Past 90 days, Past 180 days, Past 365 days.
  • Column level date aggregation however can be set by the user, with options being weekly, monthly, quarterly, yearly

Filters

Order

Filter Label

Required

Default Value

Selection

1

Date Period:

  • Current Quarter
  • Current Year
  • Current and Previous Quarter
  • Current and Previous Year
  • Previous Quarter
  • Previous Year
  • Past 60 days
  • Past 90 days
  • Past 180 days
  • Past 365 days

 

Y

Current and Previous Year

 

Single

2

Date Aggregation

Y

Monthly

Single

3

Funnel Name

Y

Company’s Default Funnel Model

Single

4

Group by:

  • Campaign Type
  • Channel
  • Event Type
  • Program

Y

Event Type

Single

5

Heat Map Metric:

  • Average Days in Stage
  • Conversion Rates
  • Exit Rates
  • Journeys
  • Stage Starts

Y

Conversion Rates

Single

Progression 1

Include Backfills

Y

Yes

Toggle

Progression 2

Completions Only - if selected, include early terminations is made inactive

Y

Yes

Toggle

Progression 3

Include Early Terminations

Y

No

 

Toggle

Campaign 1

Campaign List

N

N/A

Multi-Select

Campaign 2

Campaign Type

N

N/A

Multi-Select

Campaign 3

Channel

N

N/A

Multi-Select

Campaign 4

Program

N

N/A

Multi-Select

Company 1

Company List

N

N/A

Multi-Select

Company 2

Company Owner

N

N/A

Multi-Select

Company 3

Company Tier

N

N/A

Multi-Select

Company 4

Company Type

N

N/A

Multi-Select

Company 4

Customer Status

N

N/A

Multi-Select

Company 5

Industry

N

N/A

Multi-Select

Company 6

Region

N

N/A

Multi-Select

Opportunity 1

Opportunity List

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: Summary Tab

Funnel Overview: Cohort Tab

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