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How to create a Closed Lost Funnel report

This report will help you understand where and why leads are being lost.

Claire Wuoti avatar
Written by Claire Wuoti
Updated over 10 months ago

The Closed Lost Funnel report will show you a breakdown of your closed/lost leads.

To start this report select the date range then set a condition for the data series (if required).

The report will show you a number of metrics.

Stages (graph):

This is a chart representation of the pipeline stage the lead was in when they were moved to closed/lost.

Top 5 lost schools:

The top 5 lost schools that have been set on leads moved to closed/lost.

Closed lost reasons:

The top closed/lost reasons that have been set on leads moved to closed/lost

Stages (table):

This is a table representation of the pipeline stage the lead was in when they were moved to closed/lost.

Remember, the range is in reference to the date the lead was moved to closed/lost.

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