A funnel represents the journey customers take when purchasing your products or services. Understanding your funnel gives you influence over it - and lets you optimise it.

• Leads enter at the top from many different sources
• Not all leads make it through - some stall early, others reach the end
• It highlights where performance is strong or weak
• Focus on the biggest drop-offs between steps to find where opportunities are being lost

Funnels in FLG Insights

A funnel in FLG Insights is made up of two elements:

Funnel

• Defines the structure of the data to collect
• Divided into funnel steps, each containing one or more lead group statuses
• Data collection only begins after the funnel is created - it is not retrospective

Report

• Interrogates and presents the data collected by the funnel
• Has a time period associated with it
• Shows what happened to leads in that period, as defined by your funnel steps
• Can be downloaded, shared, or scheduled like any FLG Insights report

How Funnels Differ from Other Reports

• Most FLG reports focus on when a lead is received - funnels focus on how it progresses
• This is the key difference between a funnel and a status change report
• Funnels let you group lead statuses to reflect high-level stages without massaging raw status data

Funnel Types

FLG Insights supports different funnel interpretations:

• Closed funnel - leads must follow defined steps in order; any deviation excludes them from the report
• Open funnel - leads can enter mid-funnel, leave and return, skip steps, or have previous steps back-filled

See how to create a new funnel report for full details.

Getting Started

• Analyse your business process before building your funnel
• Define what you want to get out of the report first
• Create multiple funnels to compare which collects the data you need
• A funnel can have as many steps as needed - but you will never need more steps than statuses in your lead group
• See a typical funnel scenario to help you get started