The Sales Funnel is an excellent tool for tracking your prospects through the sales stages.
The Sales Funnel tracks Stage Advances during the given timeframes. In the top left corner, you can click the drop-down arrow to see ways to affect the view. The filters are Month to Date, Trailing 30 days, Trailing 60 days, and Trailing 90 days.
This process begins from the inquiry date of a prospect. If a prospect inquires this month, they will appear in the MTD timeframe. As they progress through the sales stages, they will move through the Sales Funnel.
*Note: The Sales Funnel only shows new prospects who have entered WelcomeHome during the selected timeframe.
Screenshot Example: There are 5 Inquiries that have come in MTD. Those 5 inquiries are the only ones that are going to be counted in the Sales Funnel, and it is tracking how they are moving through the sales stages. You have the ability to click into each Sales Funnel panel to view the corresponding prospects. So in this example we have 5 New Inquiries. Out of those 5 inquiries, there are 2 that moved to Connection. Those same 2 prospects moved to Pre-Tour stage, then moved to Post-Tour, and stopped before entering the deposit or moved in stage.
If you want to get a better idea of business over the last month or quarter, you could select Trailing 30 days, Trailing 60 days, and Trailing 90 days. This gives a bigger window and allows you to see trends in the stage advances as well as the most recent advances.
To the right of the funnel, there are default conversion ratios available. Clicking 'Analyze' will bring you to the Sales Funnel Ratio Analysis report for that specific ratio.