Select a list and track how organizations progress through the different stages in your pipeline. Gain insights into your win rate and average duration for each status to effectively streamline your deal flow processes.
There are two reports that you are able to run:
- Funnel Analysis by Reporting Period
- Funnel Analysis by Date Added.
A break down of the difference is provided below:
For the Reporting Period, it simply takes all the entries on the list, and see which of those entries have been edited within the set time period.
For example, if the Reporting Period was set from January 1st 2019 - March 1st 2019, then any entity that had their status changed will be shown on this report (even if that organization was added to the list December 2018).
For Date Added, this scopes it down even further. What this report, it will show only entities that were added to a list between a set time frame, and has had their status changed.
For example, if the Date Added period was set from January 1st 2019 - March 1st 2019, then the report will only show entities that were added to the list between January 1st and March 1st. If there was an entity added in late December, it will not appear on this report.