My Busy Portal

Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution

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://mybusyportal.com/create-a-pipeline/

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.

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