Show conversion between sales stages with a funnel
Show how many records reached each stage and the conversion rate between stages, based on each record’s current stage.
Before you start · for owners and managersEdit access to the dashboard
- You need: Edit access to the dashboard
Steps
How to read the funnel
Each stage’s value = the records in it or in any stage after it, among the chosen stages. A won deal must have gone through the “Qualified” stage, so it’s counted there too. That’s why the funnel never widens in the middle.
The conversion at each stage = its value ÷ the previous stage’s value, with one decimal place. The first stage has no conversion. Overall conversion = the last stage ÷ the first.
The funnel relies on the record’s current stage, not on when it moved between stages.
Click a stage to see its records and those of every stage after it (Click any number to see the records behind it).
If something goes wrong
A real example
She doesn’t know where leads stop before they enroll.
- A funnel on the leads unit with the stages: New → Contacted → Visit → Enrolled.
- Date range: last 30 days, by creation date.
Conversion from “Contacted” to “Visit” was only 30%, so she added an automatic follow-up reminder.