The funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to another. This visualization is commonly employed to monitor the journey of leads or opportunities as they advance through different stages of the funnel.
This widget shows sequential data of the current and the next stages in each section.
Here's an example:
Stage 1: New Client Lead ➝ 3 LeadsStage 2: Follow Up 1 ➝ 1 Leads
Stage 3: Follow Up 2 ➝ 1 Leads
Stage 4: Last Attempt Email ➝ 0 Leads
Stage 5: Verify Insurance ➝ 0 Leads
Stage 6: Scheduled ➝ 0 Leads
Stage 7: Waitlist ➝ 0 Leads
Stage 8: Won ➝ 0 Leads
We will see 8 sections on this sample widget, 7 for each of our stages and a WON section at the end as it is the desired exit criteria for an opportunity.
The first section (New Client Lead) will show the total number of opportunities that entered the pipeline. In our case, it will show us 3 which is the total opportunities in the pipeline at any stage and with any status (open, lost, won or abandoned) given the date range set.
In the second section (Follow Up 1), we move forward in the stage sequence and remove the opportunities that are still in the previous stage. Here we see 1, which is the total number of opportunities from this stage and onwards, including all WON opportunities in the pipeline
The rest of the sections will follow the sequence of removing the opportunities that are still in the previous stage only showing the number of that stage onwards including all WON opportunities in the pipeline.
Now, if at any point in the stages, you tag somebody as WON, the number of opportunities from where they are at that moment and onwards get adjusted with an additional +1 in the number.
Let us assume you change one of the opportunities to WON when they were in the Follow Up 1 stage, the opportunities from the second section onwards now gets adjusted to show an additional +1.
Stage 1: New Client Lead ➝ 3 Leads (Remains the same)Stage 2: Follow Up 1 ➝ 2 Leads (+1 they moved to this stage and was changed to WON)
Stage 3: Follow Up 2 ➝ 2 Leads (+1 because of the WON opportunity)
Stage 4: Last Attempt Email ➝ 1 Lead (+1 because of the WON opportunity)
Stage 5: Verify Insurance ➝ 1 Lead (+1 because of the WON opportunity)
Stage 6: Scheduled ➝ 1 Lead (+1 because of the WON opportunity)
Stage 7: Waitlist ➝ 1 Lead (+1 because of the WON opportunity)
Stage 8: Won ➝ 1 Lead (+1 because of the WON opportunity)
As a rule, you can follow this formula below:
Number of opportunities in a section = Number of opportunities from the current stage to the Last stage (including all WON opportunities in the pipeline)
This widget shows sequential data of the current and the next stages in each section.
Here's an example:
Stage 1: New Client Lead ➝ 3 LeadsStage 2: Follow Up 1 ➝ 1 LeadsStage 3: Follow Up 2 ➝ 1 Leads
Stage 4: Last Attempt Email ➝ 0 Leads
Stage 5: Verify Insurance ➝ 0 Leads
Stage 6: Scheduled ➝ 0 Leads
Stage 7: Waitlist ➝ 0 Leads
Stage 8: Won ➝ 0 Leads
We will see 8 sections on this sample widget, 7 for each of our stages and a WON section at the end as it is the desired exit criteria for an opportunity.
The first section (New Client Lead) will show the total number of opportunities that entered the pipeline. In our case, it will show us 3 which is the total opportunities in the pipeline at any stage and with any status (open, lost, won or abandoned) given the date range set.
In the second section (Follow Up 1), we move forward in the stage sequence and remove the opportunities that are still in the previous stage. Here we see 1, which is the total number of opportunities from this stage and onwards, including all WON opportunities in the pipeline
The rest of the sections will follow the sequence of removing the opportunities that are still in the previous stage only showing the number of that stage onwards including all WON opportunities in the pipeline.
Now, if at any point in the stages, you tag somebody as WON, the number of opportunities from where they are at that moment and onwards get adjusted with an additional +1 in the number.
Let us assume you change one of the opportunities to WON when they were in the Follow Up 1 stage, the opportunities from the second section onwards now gets adjusted to show an additional +1.
Stage 1: New Client Lead ➝ 3 Leads (Remains the same)Stage 2: Follow Up 1 ➝ 2 Leads (+1 they moved to this stage and was changed to WON)Stage 3: Follow Up 2 ➝ 2 Leads (+1 because of the WON opportunity)
Stage 4: Last Attempt Email ➝ 1 Lead (+1 because of the WON opportunity)
Stage 5: Verify Insurance ➝ 1 Lead (+1 because of the WON opportunity)
Stage 6: Scheduled ➝ 1 Lead (+1 because of the WON opportunity)
Stage 7: Waitlist ➝ 1 Lead (+1 because of the WON opportunity)
Stage 8: Won ➝ 1 Lead (+1 because of the WON opportunity)
As a rule, you can follow this formula below:
Number of opportunities in a section = Number of opportunities from the current stage to the Last stage (including all WON opportunities in the pipeline)
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