Report on funnel conversion

In SALESmanago you can generate reports detailing who and when goes to the specified sales funnel.

Go to  Reports → Conversions & Behaviour


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[1] Conversion (tag) – choose report type.

[2] Send report to – by default, the report is sent to the email address of the signed in user. You can enter any other email address into this field.

[3] Add CC – you can also send a carbon copy to any number of recipients (separated with commas).

[4] Contacts created in the range of   select the checkbox and adjust values to specify the data range for the report.

[5] Sales campaigns – from the list, select campaigns (sales funnels) for which you want to generate the report.

[6] Select conversion stage – from the list, select a funnel stage for which you want to research the conversion rate.

[7] Select this checkbox and choose tags to itemize only contacts that have the specified tags, on the chart representing contact acquisition sources.

[8] Select this checkbox and choose tags to include in the report only contacts that have the specified tags

[9] Analyze only for selected tags – you can limit the data range to specific tags. Click the icon to open a smaller window and choose tags.

[10] Report name – enter a name so that you can find the report in the system later.

Now click Generate report. The system will start processing data in the background. When the analysis is completed, the report will appear on the table Contact Analytics (shown below).

TIP: SALESmanago assigns default names to reports, depending on their type. They will appear on the list of reports as such. 

In the Contact Analytics table, the report will be displayed under the name CONVERSION_FUNNEL.

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Click Open on an entry to see the detailed view of that report.

THE ANALYSIS OF A CONVERSION REPORT (funnel)

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The report starts with general information on the analyzed data set, including the number of contacts in the data set, the data range (if applicable – can be limited by tags or time period), the sales funnel or stage that was analyzed,

[10] Source of the initial visit to your website – information on the sources from which contacts first enter your website while they are still anonymous (unidentified).

[11] Attribution of marketing channels prior to acquisition – information on the sources from which contacts enter your website, from the moment of their initial visit to the moment when they are identified (that is, when a contact card is created for them).

[12] Source of the last visit to your website prior to acquisition – information on the sources from which contacts enter your website when they are identified (that is, added to the database).

[13] Contact acquisition method – a list of tags assigned to contacts for which this report was generated.

[14] Attribution of marketing channels prior to conversion – information on the sources from which contacts enter your website, from the moment of their initial visit to the moment when they are assigned to a sales funnel.

[15] Source of the last visit to your website prior to conversion – information on the sources from which contacts enter your website when they are assigned to a sales funnel.

[16] Contact details – a list of contacts currently in the specified sales funnel.

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