Report on conversion rates as leads move through your sales funnel

This guide shows how to use Funnel reports to enhance your sales strategy by tracking lead progression and identifying bottlenecks.

7 steps
29 seconds

Nutshell

Click "Reports" then "Funnel" in the sidebar to navigate to the report.

The Funnel Report tracks lead quantity, value, and progression through your pipeline, highlighting bottlenecks to help optimize your sales process and improve conversions.

Use the dropdown menu to select a pipeline to view.

You can toggle between reporting on lead value and lead quantity.

Filters allow you to focus on leads of interest.

You can save, download and share funnel reports with your team.

Clicking on a group of leads at any stage of the funnel report will create a filtered list that can be saved and shared.

Warning: Creating a filtered list this way will navigate you away from the funnel report.