Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
The Date Range filter is based on the Date Created of the leads. So the opportunities view above shows the 4 leads who opt-in to HL from Jan 24th to Jul…
2 min read443 words9 explained imagesUpdated Fri, 24 Jul, 2020 at 5:15 PM
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Figure 1What this shows The Date Range filter is based on the Date Created of the leads.What this showsIllustrates "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution".This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". For context, this section explains: The Date Range filter is based on the Date Created of the leads. Immediately after, the guide continues: The Date Range filter is based on the Date Created of the leads.Image 1 of 9
Buttons and menus referencedDate Range filterDate Createddouble-clickConversion rateWONStages Distribution chart.Allow Duplicate OpportunityAdd/Update OpportunityAllow duplicate opportunities
Next stepThe Date Range filter is based on the Date Created of the leads.Figure 2What this shows The Date Range filter is based on the Date Created of the leads.What this showsIllustrates "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution".This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". For context, this section explains: The Date Range filter is based on the Date Created of the leads. Immediately after, the guide continues: The Date Range filter is based on the Date Created of the leads.Image 2 of 9
Buttons and menus referencedDate Range filterDate Createddouble-clickConversion rateWONStages Distribution chart.Allow Duplicate OpportunityAdd/Update OpportunityAllow duplicate opportunities
Next stepThe Date Range filter is based on the Date Created of the leads.
The Date Range filter is based on the Date Created of the leads.
So the opportunities view above shows the 4 leads who opt-in to HL from Jan 24th to Jul 25th are in OPEN status.
Figure 3What this shows So the opportunities view above shows the 4 leads who opt-in to HL from Jan 24th to Jul 25th are in OPEN status.What this showsIllustrates "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution".This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". The text alongside this image reads: So the opportunities view above shows the 4 leads who opt-in to HL from Jan 24th to Jul 25th are in OPEN status. Immediately after, the guide continues: If you only want to see the number of leads who opt-in on a certain day, you could double-click the date you want!Image 3 of 9What this coversSo the opportunities view above shows the 4 leads who opt-in to HL from Jan 24th to Jul 25th are in OPEN status.
Buttons and menus referencedDate Range filterDate Createddouble-clickConversion rateWONStages Distribution chart.Allow Duplicate OpportunityAdd/Update OpportunityAllow duplicate opportunities
Next stepIf you only want to see the number of leads who opt-in on a certain day, you could double-click the date you want!
If you only want to see the number of leads who opt-in on a certain day, you could double-click the date you want!
Figure 4What this shows If you only want to see the number of leads who opt-in on a certain day, you could double-click the date you want!What this showsIllustrates "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution".This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". The text alongside this image reads: If you only want to see the number of leads who opt-in on a certain day, you could double-click the date you want! Immediately after, the guide continues: Conversion rate = the number of leads in the WON status (1) divided by all the leads opt-in (5).Image 4 of 9What to clickIf you only want to see the number of leads who opt-in on a certain day, you could double-click the date you want!
Buttons and menus referencedDate Range filterDate Createddouble-clickConversion rateWONStages Distribution chart.Allow Duplicate OpportunityAdd/Update OpportunityAllow duplicate opportunities
Next stepConversion rate = the number of leads in the WON status (1) divided by all the leads opt-in (5)
Conversion rate = the number of leads in the WON status (1) divided by all the leads opt-in (5)
Figure 5What this shows Conversion rate = the number of leads in the WON status (1) divided by all the leads opt-in (5)What this showsIllustrates "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution".This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". The text alongside this image reads: Conversion rate = the number of leads in the WON status (1) divided by all the leads opt-in (5). Immediately after, the guide continues: The WON at the end of the list is added automatically here. So you don't need to create a WON stage to keep track of leads who are in the status of WON.Image 5 of 9What this coversConversion rate = the number of leads in the WON status (1) divided by all the leads opt-in (5)
Buttons and menus referencedDate Range filterDate Createddouble-clickConversion rateWONStages Distribution chart.Allow Duplicate OpportunityAdd/Update OpportunityAllow duplicate opportunities
Next stepThe WON at the end of the list is added automatically here. So you don't need to create a WON stage to keep track of leads who are in the status of WON.
The WON at the end of the list is added automatically here. So you don't need to create a WON stage to keep track of leads who are in the status of WON.
Figure 6What this shows The WON at the end of the list is added automatically here.What this showsIllustrates "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution".This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". The text alongside this image reads: The WON at the end of the list is added automatically here. So you don't need to create a WON stage to keep track of leads who are in the status of WON. Immediately after, the guide continues: The percentage on the right for the Prospects stage means that 80% of the leads who joined the Facebook Leads pipeline will move forward to the Prospects stage.Image 6 of 9What this coversThe WON at the end of the list is added automatically here. So you don't need to create a WON stage to keep track of leads who are in the status of WON.
Buttons and menus referencedDate Range filterDate Createddouble-clickConversion rateWONStages Distribution chart.Allow Duplicate OpportunityAdd/Update OpportunityAllow duplicate opportunities
Next stepThe percentage on the right for the Prospects stage means that 80% of the leads who joined the Facebook Leads pipeline will move forward to the Prospects stage.
The percentage on the right for the Prospects stage means that 80% of the leads who joined the Facebook Leads pipeline will move forward to the Prospects stage.
60% of the leads who joined the Facebook Leads pipeline will move forward to the Booked stage.
The way we build our pipeline is like a sales stage. E.g. If we have a pipeline for stages like Elementary school, High school, University. If the person is in the University stage, we will increase the number of leads in the stage for Elementary and High school by 1 because we assume that the person has been to those stages.
So if you like to track the leads who are in the NO SHOW stage, it doesn't make sense to refer to the Funnel chart because that would mean that 40% of the leads who joined the Facebook Leads pipeline will move forward to the NO SHOW stage. In fact, it should be 20% instead of 40% because only 1 lead is no show. The other lead is marked as WON. When the lead is marked as WON, the number of leads on all stages will be increased by 1 because we assume the lead went through all the steps to purchase the product.
If you want to refer to the Funnel chart, each pipeline stage should be one step closer to sale, like Prospect -> Survey submitted -> Consultation -> Purchase
More info to creating a pipeline: https://docs.ghlcustomercare.com
If you want to keep track of stage like No-shows, showed didn't buy, you could refer to the Stages Distribution chart.
Figure 7What this shows If you want to keep track of stage like No-shows, showed didn't buy, you could refer to the Stages Distribution chart.What this showsIllustrates "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution".This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". The text alongside this image reads: If you want to keep track of stage like No-shows, showed didn't buy, you could refer to the Stages Distribution chart. Immediately after, the guide continues: The chart above simply shows the number of leads who are currently in which stages.Image 7 of 9What this coversIf you want to keep track of stage like No-shows, showed didn't buy, you could refer to the Stages Distribution chart.
Buttons and menus referencedDate Range filterDate Createddouble-clickConversion rateWONStages Distribution chart.Allow Duplicate OpportunityAdd/Update OpportunityAllow duplicate opportunities
Next stepThe chart above simply shows the number of leads who are currently in which stages.
The chart above simply shows the number of leads who are currently in which stages.
If you want to track how many leads have been to which stages, you could Allow Duplicate Opportunity so if the lead has been to the No show stage, it will leave an opportunity card there.
Figure 8What this shows If you want to track how many leads have been to which stages, you could Allow Duplicate Opportunity so if the lead has been to the No…What this showsIllustrates "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution".This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". The text alongside this image reads: If you want to track how many leads have been to which stages, you could Allow Duplicate Opportunity so if the lead has been to the No show stage, it will leave an opportunity card there. Immediately after, the guide continues: Make sure that the trigger action Add/Update Opportunity also has Allow duplicate opportunities toggle on.Image 8 of 9What this coversIf you want to track how many leads have been to which stages, you could Allow Duplicate Opportunity so if the lead has been to the No show stage, it will leave an opportunity card there.
Buttons and menus referencedDate Range filterDate Createddouble-clickConversion rateWONStages Distribution chart.Allow Duplicate OpportunityAdd/Update OpportunityAllow duplicate opportunities
Next stepMake sure that the trigger action Add/Update Opportunity also has Allow duplicate opportunities toggle on.
Make sure that the trigger action Add/Update Opportunity also has Allow duplicate opportunities toggle on.
Figure 9What this shows Make sure that the trigger action Add/Update Opportunity also has Allow duplicate opportunities toggle on.What this showsIllustrates "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution".This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". The text alongside this image reads: Make sure that the trigger action Add/Update Opportunity also has Allow duplicate opportunities toggle on.Image 9 of 9What to chooseMake sure that the trigger action Add/Update Opportunity also has Allow duplicate opportunities toggle on.
Buttons and menus referencedDate Range filterDate Createddouble-clickConversion rateWONStages Distribution chart.Allow Duplicate OpportunityAdd/Update OpportunityAllow duplicate opportunities
