Funnel Overview – Performance Tab

Supercharge Your Growth Strategy With The All New Funnels Performance Tab!

Unlock the Secrets of Your Past Performance to Drive Future Success

Are you tired of flying blind when reporting on last quarter’s performance? Say goodbye to fragmented data and hello to complete visibility with our game-changing Funnels Performance tab. This new report delivers unprecedented visibility into your historical funnel metrics, empowering you to make data-driven decisions with confidence.

Transform Your Quarterly Reviews

Select any timeframe—from last quarter’s kickoff to its final day—and witness your funnel’s complete evolution. This revolutionary capability doesn’t just show you numbers; it tells the story of your customer journey.

Answer Your Most Critical Business Questions:

✓ Hit or Miss: Did you reach your MQA targets? How did you achieve your results?
✓ Pipeline Power: Have you delivered enough opportunities to fuel your sales engine?
✓ Conversion Intelligence: Can you pinpoint exact conversion rates between crucial funnel stages?

How many journeys made it to MQA last quarter?
Finally, a question you can answer with absolute confidence. While your marketing team is preparing for that crucial meeting with Sales leadership, you can quickly time travel to any specific date in the past to pull the exact numbers everyone agrees on.

Unlike traditional ABM systems that only capture digital touch points, our solution incorporates your business’s actual Funnel Logic—the shared understanding you’ve established with your sales team. We track every meaningful interaction that contributes to stage advancement, including offline touches and campaign activities that other platforms simply miss.

What was my conversion rate for MQAs last quarter?
Historical performance visibility isn’t just about reporting—it’s about strategic planning. By examining precise conversion rates from previous quarters, you can set realistic, data-driven goals that align your revenue teams around achievable targets.

The ability to time travel between specific dates gives you the comparative insights needed to spot trends, identify successful tactics, and optimize your revenue operations with confidence.
Don’t let valuable historical data remain locked away. Leverage the full power of your funnel data to drive alignment, accountability, and growth across your revenue organization.

Beyond Metrics: Strategic Insights

The Funnels Performance Tab transforms routine reporting into strategic advantage. By comparing start and end-of-quarter snapshots, you’ll uncover hidden patterns and opportunities that were previously impossible to identify.

Don’t just measure your funnel—master it. The new Funnels Performance Tab gives you the competitive edge by turning historical data into your roadmap for future growth.

Ready to revolutionize your revenue insights? The Funnels Performance Tab is available now!

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

Funnel Snapshot – Start

See your entire sales funnel at a specific point in the past. Our new Funnel Snapshot – Start widget delivers instant visibility into your pipeline across all stages. View journey counts, hover for pipeline values, and track advancement metrics all within your selected timeframe. Gain deeper pipeline insights without the complexity.

Funnel Snapshot – End

Compare your funnel’s performance over time with our new Funnel Snapshot – End widget. Easily measure progress against your starting position to track improvement. Hover for detailed Stage Performance metrics including Pipeline Generated, Conversions, Conversion Rate, Exits, and Exit Rate. See exactly how your funnel is evolving.

Funnel Snapshot Details

Your complete funnel reporting solution has arrived. The Funnel Snapshot Details widget consolidates all critical metrics in one powerful table. Perfect for QBRs, it delivers comprehensive performance data including MQA generation, stage advancements, and pipeline creation. Everything you need, nothing you don’t.

1. Stage Name – this shows you the friendly names of your Funnel Stages
2. Active in Starting Period – this shows you the number of journeys that were in each stage at the time of your “Start Date” selection
3. Active in Ending Period – this shows you the number of journeys that were in each stage at the time of your “End Date” selection
4. Stage Entrances – this shows you how many journeys entered this stage between the “Start Date” and “End Date” selections and includes journeys that skipped past this stage
5. Stage Advances – this shows how many journeys advanced from this stage to any future stage
6. Stage Exits – this shows how many journeys reached this stage and exited the Funnel during the configured time period
7. Stage Conversion Rate – this shows you the percent of how many journeys advanced to the next stage from the listed stage during the time period selected. Calculated as the count of journeys that advanced through this stage divided by the count of journeys that spent time in this stage during the selected date periods
8. Starting Pipeline – this shows you how much you had in pipeline in each stage at the “Start Date”
9. Ending Pipeline – this shows you how much you had in pipeline in each stage at the “End Date”

Filters