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Act-On Software

Funnel Reporting Overview


Marketing funnels provide you with powerful, yet simple analytics to track prospects through important conversions along the marketing-to-sales path. They define and measure the lead flow and velocity of prospects through the marketing funnel and compare results across time periods. You can customize the criteria for each stage of the funnel using list profile fields, behavior, CRM data and lead scores.

Your organization has marketing-to-sales business processes by which you engage, qualify and sell to your prospects and customers. Funnel modeling reflects how these processes work by letting you define sequences of funnel stages that prospects and customers flow through. As they meet the defined criteria for each stage, your funnels will track where your prospects and customers are in the sales process.

Over time, funnel modeling and reporting helps you understand the high-level performance of your marketing processes and refine it. You're able to analyze key components of your marketing machinery, increase your overall revenue, and shorten your organization’s average time of marketing to revenue.

Track your content engagement by creating campaign funnels or funnels that model your prospects’ engagement with your early, middle, and late stage content for instance.

Funnel reporting allows you to download detailed data and visualize at a high level the number of net new funnel stage members created in a chosen time period. You can compare funnels between different time periods, to see performance over time. You can see the average transition time of populations moving through your funnels. You can filter the report on key data fields, like lead source, country, product line, etc., allowing your funnels to report on multiple dimensions of your marketing and sales operations.

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