Conversion Funnel
Track how visitors become paying customers
5 min read
Conversion Funnel
Understand your customer journey from website visitor to paying customer.
What is the Conversion Funnel?
The conversion funnel visualizes how people move through your sales process:
- Visitors - People who visit your website
- Leads - Visitors who become contacts (form submissions)
- Contacted - Leads you have reached out to
- Proposal - Contacts who received an invoice/proposal
- Won - Customers who paid
Viewing Your Funnel
Navigate to Revenue Dashboard to see the conversion funnel visualization.
Key Metrics
- Stage counts: How many people are at each stage
- Conversion rates: Percentage moving from one stage to the next
- Overall rate: Visitors to paying customers
- Total revenue: Revenue from won deals
Improving Conversions
Low Visitor-to-Lead Rate
- Add clearer calls-to-action
- Simplify contact forms
- Improve page load speed
Low Lead-to-Contacted Rate
- Follow up faster (within 24 hours)
- Use automated email sequences
- Set up lead notifications
Low Contacted-to-Proposal Rate
- Qualify leads better
- Improve your pitch
- Offer consultations
Low Proposal-to-Won Rate
- Review pricing
- Follow up on pending invoices
- Offer payment plans
Availability
Conversion Funnel is available on Grow and Scale plans.
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