> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Funnel Reports

> Analyze lead-to-close conversion rates at every pipeline stage using funnel reports in the HoopAI Platform.

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.

## 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

<Frame caption="Agent Reporting conversions view showing pipeline stage breakdown">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/CS0bauo8Tbx8zu0U/images/reporting-agent-conversions.png?fit=max&auto=format&n=CS0bauo8Tbx8zu0U&q=85&s=4d31193b007175122b403afd5470a25a" alt="Conversions" width="1609" height="580" data-path="images/reporting-agent-conversions.png" />
</Frame>

***

## 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:

| Data point                | Description                                                                 |
| ------------------------- | --------------------------------------------------------------------------- |
| **Stage name**            | The pipeline stage label (e.g., New Lead, Qualified, Proposal Sent)         |
| **Count**                 | Number of opportunities currently at or that have passed through this stage |
| **Conversion rate**       | Percentage of opportunities that moved from this stage to the next          |
| **Drop-off rate**         | Percentage of opportunities lost at this stage                              |
| **Average time in stage** | How long opportunities typically remain before advancing or closing         |

***

## 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

<Frame caption="Pipeline filter in conversions view">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/CS0bauo8Tbx8zu0U/images/reporting-agent-pipeline.png?fit=max&auto=format&n=CS0bauo8Tbx8zu0U&q=85&s=497a57b54a4f100b7d8b681b7b6d02a7" alt="Pipeline filter" width="543" height="425" data-path="images/reporting-agent-pipeline.png" />
</Frame>

***

## Analyzing conversion rates

<AccordionGroup>
  <Accordion title="Identifying bottleneck stages">
    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.
  </Accordion>

  <Accordion title="Comparing agents on the same pipeline">
    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.
  </Accordion>

  <Accordion title="Tracking funnel performance over time">
    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.
  </Accordion>

  <Accordion title="Using custom reports for advanced funnel analysis">
    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.
  </Accordion>
</AccordionGroup>

***

## Building a funnel report in custom reports

For a fully customized funnel view, use Custom Reports:

<Steps>
  <Step title="Create a new custom report">
    Go to **Reporting → Custom Reports** and click **Create Report**.
  </Step>

  <Step title="Select opportunities as the data source">
    Choose **Opportunities** as your data object.
  </Step>

  <Step title="Add stage and status columns">
    Include columns for pipeline name, stage name, opportunity value, status (open, won, lost), and assigned user.
  </Step>

  <Step title="Apply filters">
    Filter by pipeline, date range, and any other relevant criteria.
  </Step>

  <Step title="Add a chart widget">
    Add a bar or pie chart widget to visualize opportunity counts by stage. This gives you a visual funnel representation.
  </Step>

  <Step title="Save and share">
    Save the report and share it with your sales team for regular review.
  </Step>
</Steps>

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Is there a dedicated Funnel Report page in HoopAI?">
    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.
  </Accordion>

  <Accordion title="Can I see funnel data for all pipelines at once?">
    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.
  </Accordion>

  <Accordion title="How do I find out how long deals are stuck at a stage?">
    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.
  </Accordion>

  <Accordion title="Can I export funnel report data?">
    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.
  </Accordion>
</AccordionGroup>

***

## Related articles

* [Agent reporting](/reporting/agent-reporting)
* [Custom reports](/reporting/custom-reports)
* [Pipelines overview](/opportunities/pipelines)