01What it is

The funnel covers enquiries created in the chosen date range and follows each one further: whether it has a quote, whether the quote was accepted, whether it was turned into a project and whether the project has a paid payment.

Each step's conversion is counted from the previous step, not from the number of enquiries. That way you see which step is really leaking. The From enquiry to payment tile below 20% is marked as a warning.

A won enquiry is one with the won status, or one whose quote was turned into a project.

FIVE STEPS: From enquiry to a paid project.
SOURCES: Where enquiries come from and which you win.
LOSSES: The reasons enquiries were lost.

02What it is for

Where you lose customers

The biggest drop between two steps shows what to improve.

Effective channels

Enquiry sources with the number won and the estimated value.

Why deals are lost

What customers say when they turn an offer down.

03Main options

The report has two tabs: Funnel and Sources and losses.

What survives each step

Tiles: enquiries, quotes, projects, from enquiry to payment.

A chart of the steps from enquiries to paid
Enquiries and wins month by month
Steps table: remaining, dropped, conversion

04Tasks step by step

STEP 1Open Modules › Reports › Sales funnel, the Funnel tab.
STEP 2Choose the 90 days range and check the Dropped column in the steps table.
STEP 3The step with the biggest drop is where it pays to change how you work.

05Actions

The most common tasks in the sales funnel.

Date range

Compared with the previous period.

CSV export

Funnel steps and enquiry sources.

06What it connects to

Choose a module to see where the funnel steps come from.

CUSTOMERS

Enquiries

The funnel starts with enquiries, their sources and loss reasons.

Go to the topicEnquiries

Sales funnel