FLG Insights gives you the freedom to create a new funnel report from a template, to save time and get to typical management information quickly, or to create a custom report, which can be modified and fine-tuned just for your needs. You can find more information on Funnels by referring to An introduction to Funnels, Create a funnel and A typical funnel scenario.

Funnel reports are similar to any other report so it's possible to download, share and schedule the report amongst many other things. Take a look at the full help site for lots of help and advice which is also relevant to funnel reports.

Open a blank funnel report or template funnel report

New funnel reports can be opened in the same way as other reports from the New report button on the homepage. Take a look at the process to Create a new report from a template or Create a new custom report. Funnel reports can also be opened from the funnel. This associates the funnel report with the current funnel.

  1. From the funnel designer, click the New funnel report button.

  2. Select Blank report or a report template. All report templates will be shown below a horizontal grey line.

Open an existing funnel report

Existing funnel reports can be accessed in the same way as other reports from the reports list on the homepage but they can also be accessed from the funnel they are associated with.

  1. From the funnel designer, click the Existing reports icon.

  2. Select a report from the list presented.

Open the funnel from a funnel report

You can get to the associated funnel from the funnel report by clicking the DATA SOURCE link.

Funnel behaviour options

Funnel behaviour options in FLG Insights let's you fine-tune funnel reports on the fly to create reports which are perfect for your business processes.

Mid-funnel entry

This option is on by default.

When enabled, it allows leads to enter the funnel at any step.

For example, a lead could follow this path and appear in the funnel report at steps 3 and 4:

  • Lead status not in a funnel step > lead status in step 3 > lead status in step 4.

This may be useful to you if an API is used to create leads that do not enter FLG at a lead status in step 1 of the funnel.

Leave and return

This option is off by default.

When enabled, a lead can leave the funnel by changing to a lead status that is not in a funnel step and then return back to either the step that it was in previously or the next step.

For example, a lead could follow this path and appear in the funnel report in step 1, step 2 and step 3:

  • Lead status in step 1 > lead status in step 2 > lead status not in a funnel step > lead status in step 3.

Tip: A typical funnel scenario covers this. To be able to return to a step other than the last visited step or the one after, Skip steps must be enabled too.

With Leave and return and Skip steps enabled, a lead could follow this path and appear in the funnel report in step 1, step 2 and step 4:

  • Lead status in step 1 > lead status in step 2 > lead status not in a funnel step > lead status in step 4.

Enabling Backfill on skip would result in the lead showing in all four funnel steps.

Skip steps

This option is on by default.

When enabled, this option will show leads that have moved from one step to another step more than one step ahead.

For example, a lead could follow this path and appear in the funnel report in step 1, step 2 and step 4:

  • Lead status in step 1 > lead status in step 2 > lead status in step 4.

Backfill on skip

This option is off by default and only available if Skip steps is enabled.

Backfill on skip shows leads as having been in steps that have been skipped.

For example, a lead could follow this path and appear in the funnel report in step 1, step 2, step 3 and step 4:

  • Lead status in step 1 > lead status in step 4.

Tip: The lead must move between lead statues included in funnel steps. If a lead moves from lead status not in a funnel step to a lead status in step 4, Backfill on skip will not show the lead as being in step 1, step 2 and step 3.

Let us know how we can improve FLG on our feedback site.