Sales Funnel report template for marketing teams and agencies

A Sales funnel report should include the breakdown of metrics by visibility (e.g. impressions, reach), engagement (e.g. clicks, likes), and conversion (e.g. sales, leads) metrics. Segmenting the data by campaign (e.g. Summer Sale, Holiday Promotion), channel (e.g. Facebook, Instagram), audience (e.g. age group, location), content (e.g. product A, product B), objective (e.g. awareness, conversion), and date (e.g. monthly, quarterly) helps provide insights. For instance, the report may show that the Summer Sale campaign on Facebook targeted to the age group of 25-34 had the highest conversion rate among all campaigns.

To analyze sales funnel data, start by choosing metrics such as visibility (website visits, impressions), engagement (click-through rates, time spent on site), and conversion metrics (conversion rate, revenue). Break down these metrics for each stage of the sales funnel. Add context by comparing against cost (cost per acquisition, cost per click), date range (monthly, quarterly), goals (target conversion rate, revenue), rates (bounce rate, conversion rate), and benchmarks (industry average, previous performance). Segment data by campaign (email, social media), channel (organic search, paid ads), audience (demographics, buyer persona), content (landing page, blog post), objective (lead generation, direct sales), and date. For instance, compare the conversion rate of an email marketing campaign targeting a specific audience against the industry average conversion rate. By following these steps, a comprehensive and impactful sales funnel report can be generated.

To build a sales funnel dashboard, 1) connect your CRM and sales data accounts. 2) Select metrics such as lead conversion rates, sales cycle length, and deal size to monitor performance. 3) Segment data by campaign, sales channel, target audience, product type, customer content, sales objective, and date. 4) Add filters or buttons for deal stage, region, or sales rep to make your report interactive. 5) Share your dashboard via PDF, scheduled emails, or links to relevant stakeholders.

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.