This Dashboard shows you how well your Funnel is performing in a given stage compared to previous time periods. Questions this dashboard answers include:
- How does the velocity and total of the selected chart measure compare to previous periods?
- Is my velocity based on the chart measure improving or falling off?
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.
- Pipeline – how many dollars are associated with opportunities created during the selected time period
- Bookings – how many dollars are associated with closed/won opportunities during the selected time period
- Pipeline to Bookings – the percentage of pipeline that has converted to closed/won during the selected time period
- Journey Starts Last 30 – the count of journeys that have started in the last 30 days
- MoM Change – the change from this past 30 days to the previous 30 days
- Successful Completions Last 30 – the number of journeys that advanced to the final stage (successfully completed) of your funnel in the last 30 days
- MoM Change – the change from this past 30 days to the previous 30 days
- 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
- 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.
- This title is dynamic based on your Stage selection.
- 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.
- 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.
- Comparison Detail – this widget summarizes the data presented in the <Stage Name> Comparison widget
- Stage Starts – shows the number of journeys that have entered this stage during the presented time frame
- Stage Completions – shows the number of journeys that have advanced from this stage during the selected time frame
- Journey Starts – shows you how many journeys began during the time period selected, regardless of stage
- Completed Journeys – shows you how many journeys completed during the time period selected
- Current Month – the columns represent the time frames selected in the filter drawer
Filters
|
Order |
Filter Label |
Required |
Default Value |
Selection |
|
1 |
Date Aggregation
|
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 |