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Funnel Leakage Dashboard
Engineering Swantide avatar
Written by Engineering Swantide
Updated over a year ago

Salesforce:

Dashboard Components:

  • Stage Opportunities moved to Closed Lost In, by Record Count and $ Amount

  • Conversion Rate from one stage to the next stage (note: consider using the validation rule to move opportunities one stage at a time to show that every opportunity is captured here)

  • Overall Win Ratio

  • Conversion Rate from each stage to the next by Opportunity Owner

  • Conversion Rate to Closed Lost from each stage

  • Overall Loss Rate

HubSpot:

The funnel leakage dashboard shows the percentage of deals that successfully advanced to the next stage in your sales process, rather than moving to Closed Lost.

Deals that are currently in the given stage are excluded from the report, so it only shows the Deals that have advanced past that stage. Records without the value ‘Advanced to Next Stage’ moved to Closed Lost from that stage.

This dashboard is an application of the Timestamp Deal Stage workflow, which is enabled as part of activating this workflow.

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