Purpose: Provides a detailed breakdown of the number of leads at each funnel stage by applying filters
Components:
a. Table or bar graph with lead count by stage
b. Conversion ratio and drop-off rate
The above section of Lead Funnel Stats shows the filter section left side of the screen, and the right side will represent the data in the form of a pie chart after applying the respective filter.
a. Date Range
b. User
c. Select Fennel
Date Range Filter
This filter allows the user to select the data range to get the statistics based on this filter. It represents the data in the form of tables and pie charts. To get the details of a specific date range, refer to the following steps:
- Select the date range filter from the lead stats screen. The calendar panel displays dates on the left side of the screen.
- Select date range. On the right side, the pie chart will show corresponding data based on the applied date range filter.
- Hover the cursor on the pie chart, and it will show the statistics of lead data for the selected range.
USER Tab
This filter shows statistics based on the assigned user. To get all the details of specific filter-related stats, one must follow the following steps:
Step 1 - Select User filter is selected from the lead stats screen.
Step 2- Select user ID. It will display the status report table on the left side of screen for the corresponding user filter.
Step 3- Hover the cursor on the pie chart on the status report chart on the right side. It will show the data based on the applied filter.
Select Funnel
This filter shows lead funnel statistics based on the selected funnel. To get all the details of specific filter-related stats, one must follow the following steps:
1- Select the tab Lead Funnel Stats.
2 – Select Funnel (e.g., INSTAGRAM)
3 – Select Lane (lead calling) will display
4- This click will represent the data based on the selected channel in the form of a table on the left side
5 – Hover the cursor over the pie chart on the right side of the screen to get the stats.
