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With this Sales Funnel dashboard example, you can monitor specific metrics such as conversion rate, revenue generated, and lead generation performance. For example, you can break down the data by sales representatives to identify top performers and areas for improvement.
To influence teams or clients, suggest sharing the dashboard via pdf, link, or email. This allows you to showcase the sales funnel progress and potential opportunities. For instance, you can share a pdf report with your team outlining the conversion rate increase over the past month.
Furthermore, the dashboard helps answer important questions, such as “Which marketing channel is driving the most qualified leads?” or “What is the average deal size for each stage of the sales funnel?” These insights enable data-driven decision-making and strategy refinement.
Customize the template’s metrics and dimensions as you like. See all available fields.
– Lead-to-opportunity conversion rate
– Opportunity-to-close conversion rate
– Customer retention rate
– Click-through rate (CTR)
– Conversion rate
– Customer retention rate
– Impressions
– Reach
– Click-through rate
– Source (or channel)
– Campaign type
– Target audience
– Demographic dimension
– Psychographic dimension
– Behavioral dimension
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A sales funnel dashboard is a visual tool that displays the progression of potential customers through different stages of the buying process, from awareness to purchase. It is significant for businesses as it helps in tracking, analyzing, and improving sales performance and strategies. Common tools used to create such a dashboard include Looker Studio, Tableau, and Power BI, and key elements typically include stages of the sales funnel, conversion rates, and sales metrics. Real-time data monitoring is crucial as it allows businesses to make immediate adjustments to their strategies based on current trends. For learning how to create a marketing dashboard using Looker Studio, visit our YouTube channel: https://www.youtube.com/@porter.metrics.
Yes, Looker Studio allows you to download your report as a PDF. To do it, follow these steps:
Before downloading your report choose the date range you want to visualize on your report.
Click on the “File” menu at the top left corner of the screen.
Select “Download as” from the drop-down menu and choose “PDF.”
You can choose which pages you want to download, and also you can add a password to protect the report and add a link back to the online report.
Click on “Download” to save the report on your device.