Nord Metrics / Article

Sales Funnel Report

A funnel report shows where leads are lost, how conversion changes and which stage limits revenue growth.

What to include

Traffic and leads.
Stage conversion.
Drop-off points.
Revenue and quality by source.

How to make it useful

Do not start with charts. Start with the decision the report should support, then select the metrics, comparisons and comments that explain the situation.

Result

The final material should show the current status, the main driver, the risk area and the next action for the manager or team.