Advanced Funnel Tracking Report


This funnel report is a great complementary report to advanced funnels with mutiple channels, touchpoints and conversion points.

With this advanced funnel reporting, you will be able to see how the leads flow through the stages in the funnel and make it easy for you to identify effective conversion points as well bottlenecks.

Knowing these things will help you optimize the funnel, see where you can improve conversion and provide a much efficient journey for your leads.

Solution Expert: Sheryll Chua

SKU: 2205160311 Categories: , Included in License Cost: PremiumTechnologies: Sharpspring, FunnelBud FlexResults sought after: Make sales process more effectiveTypes of solution: Setup
What this solution gives you:
  • The number of leads the flow through each stage of your funnel.

  • The leads’ interactions inside the funnel like emails received, changes in lifecycle stage, changes in opportunity stage, etc.

  • The ability to identify important touchpoints that affects conversion rate as well as weak points and bottlenecks in the funnel that need to be improved.

  • An insight into how your leads move through the funnel and how you can optimize it to provide a better lead journey.

  • An advanced funnel with touchpoints and multiple conversion points is needed for this report.
How we will deliver this solution to you:
  1. Before creating the funnel, we need to identify the touchpoints that we need to track.
  2. We will create automations that will record the dates of these interactions.
  3. We will create the report.
Cost to implement:
  • A number of reports are included. Please refer to the pricing page

Sheryll Chua

About the Author

Sheryll is a senior project manager at FunnelBud who enjoys automating challenging processes as well as coming up with out-of-the-box solutions to make clients' work easier and more efficient. She is also the team's reporting specialist responsible for building reports and dashboards to help you develop data-driven business strategies.


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