Conversion Funnel Report
This report is filtered based on your division settings:
- Function: Operational
- Work Type: Full Project
The Conversion Funnel compares the opportunities that came in over a date range with the ones you won. It shows that conversion twice: once by number of projects, and once in dollars.
Accessing the Report
Reports > Sales > Conversion Funnel
The Two Funnels
| Funnel | Top segment | Bottom segment |
|---|---|---|
| Conversion Funnel | Total Opportunities: how many opportunities were created in the range | Total Wins: how many of those are now won |
| Sales Funnel | The opportunities' total predicted budget | The wins' total sold amount |
Each funnel shows the share that converted, such as 16% converted. The key under each funnel lists both figures.
What's Included
An opportunity counts when it was created in the date range and has a salesperson assigned. Deleted projects, projects on a deleted contact, and projects marked as a non-sale are left out. A win is an opportunity in a Won stage.
Viewing the Projects Behind a Segment
Click a funnel segment, or its name in the key, to open the projects behind it. The list shows each project's ID, client, title, salesperson, stage, predicted budget, and sold amount, with totals at the bottom. Its count always matches the segment's figure.
Click a column heading to sort the list, or a project ID to open the project. Click Export CSV in the dialog to download the list.
This page used to describe six stages (Leads, Qualified, Appointments, Appointments Held, Proposals, Won). The report has only ever measured two: opportunities and wins. The page now describes what the report shows.
The Sales Funnel now shows the opportunities' predicted budget above the won amount. Before, it showed only the won amount. The project list behind a segment now leaves out non-sale projects, as the funnel always did, so its count matches the segment. Projects on a deleted contact are no longer counted.
Available Filters
| Filter | Description |
|---|---|
| Created From / to | When the opportunities were created. Defaults to the first of the current month through today. |
| Department | Only opportunities whose salesperson is in this department |
| Division / Function / Work Type | Limit the divisions shown. Function defaults to Operational and Work Type to Full Project. |
The filters are kept in the page address, so you can bookmark a filtered view.
The Division, Function, and Work Type filters appear only for companies that classify their divisions (using more than one function or work type). See Divisions for how these classifications are configured.
The three filters are combined: a project is included only when it matches every filter at once. For example, selecting the Handyman (Internal) and Design Build (Operational) divisions together with the Internal function shows Handyman only — it is the sole division that satisfies both.
Leaving a filter blank places no restriction on that dimension, so it reads as "All". Selecting Internal for Function with Division and Work Type blank gives the entire Internal compartment.
Exporting
Click Export CSV at the top of the page to download both funnels: each stage's project count and dollars, and the conversion rates.
Common Use Cases
- Monthly review: Check how many of the month's opportunities have closed
- Pipeline value: Compare the predicted budget coming in with the dollars won
- Department comparison: Filter by department to compare teams
Related Reports
- Closing Percentage - Win rate by salesperson, with monthly charts
- Lost Projects Graph - Lost projects by month
- Pipeline Reports - Current opportunity status