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How to create a Closed Lost Funnel report
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 4 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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