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Funnel Reports give you a stage-by-stage view of how leads move through your sales pipelines. By understanding where prospects drop off, you can identify bottlenecks, coach agents on weak stages, and increase overall conversion rates.

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Accessing funnel data

Funnel conversion data is available in two places:
  • Reporting → Agent Reporting → Conversions — per-agent funnel view by pipeline and stage
  • CRM → Pipelines — overall pipeline view showing opportunities at each stage
Conversions

Agent Reporting conversions view showing pipeline stage breakdown

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Reading a funnel report

A funnel report shows the number and percentage of opportunities at each stage of your pipeline, from initial entry to close. The key data points are:

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Pipeline filters

Use the filters in the Conversions section of Agent Reporting to focus your analysis:
  • Pipeline — select a specific pipeline to analyze
  • Stages — choose which stages to include in the funnel view
  • User — filter by agent to see individual conversion rates
  • Date range — limit the analysis to a specific time period
Pipeline filter

Pipeline filter in conversions view

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Analyzing conversion rates

Look for stages with unusually high drop-off rates. A drop-off above 50% at a mid-funnel stage (such as Proposal Sent or Demo Scheduled) suggests a process, messaging, or qualification issue worth investigating.
Filter the Conversions section by individual agents on the same pipeline to compare stage-by-stage conversion rates. Agents who consistently advance more opportunities past a specific stage may have techniques worth sharing with the team.
Change the date range to compare conversion rates across different months or quarters. Improving conversion rates over time are a signal that process changes or coaching are taking effect.
Build a Custom Report with opportunities as the data source, add stage as a column, and apply date filters to create a fully exportable funnel view with the exact columns you need.

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Building a funnel report in custom reports

For a fully customized funnel view, use Custom Reports:
1

Create a new custom report

Go to Reporting → Custom Reports and click Create Report.
2

Select opportunities as the data source

Choose Opportunities as your data object.
3

Add stage and status columns

Include columns for pipeline name, stage name, opportunity value, status (open, won, lost), and assigned user.
4

Apply filters

Filter by pipeline, date range, and any other relevant criteria.
5

Add a chart widget

Add a bar or pie chart widget to visualize opportunity counts by stage. This gives you a visual funnel representation.
6

Save and share

Save the report and share it with your sales team for regular review.

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Frequently asked questions

Funnel conversion data is surfaced within Agent Reporting (Conversions section) and the CRM Pipelines view rather than a standalone Funnel Report page. Custom Reports can be used to build a dedicated funnel report with your preferred columns and visualizations.
The Conversions section in Agent Reporting shows one pipeline at a time. To compare across pipelines, create a Custom Report with pipeline name as a column and group or filter as needed.
Use the Agent Reporting → Efficiency section to see average sales duration. For stage-level time data, build a Custom Report on opportunities that includes date fields for when each opportunity entered and exited a stage.
Yes. Export the Conversions view via the Agent Reporting export function, or build a Custom Report on opportunities and use the Export button to download as CSV or Excel.
Last modified on March 4, 2026