Funnel and drop-off report

Every funnel leaks. The question that separates agencies that keep clients from agencies that lose them is where — because “we need more leads” is almost never the real fix. A funnel report turns one vague complaint (“sales are slow”) into one specific joint with a name, an owner, and a known repair. It’s the first report to pull for any client, and the one every other report in this section hangs off.

The stages are the report

Chatfuel’s Leads board moves every lead through a fixed pipeline: captured → sorting → qualified → selling → closed (won or lost). The qualification bot advances leads automatically as the conversation progresses — which means the funnel report writes itself while the bot works. Nobody fills in a CRM by hand, so the numbers are never stale and never flattering.

Reading the funnel

Ask the Co-Worker “show conversion funnel” and you get the count at every stage plus the conversion rate between them. A realistic month for a real-estate client might read:

Two things jump out of a table like this. First, the overall shape: 200 conversations became 9 sales — is that good? (Against typical lead-to-sale rates in the low single digits, yes.) Second, and more useful: the bottleneck — the stage where leads pile up and stop moving. Here it’s selling → closed, where 85% of sales-ready, qualified, hand-delivered leads die. That’s not an advertising problem. No amount of budget fixes it, and the report proves it.

Which drop means which fix

Each joint in the funnel has a different owner and a different repair:

Notice what this table does for a client conversation: it draws the line between agency-owned stages and client-owned stages with data instead of finger-pointing. When the funnel shows your side delivering 80 qualified leads and the client’s side closing 9, “we should talk about your sales follow-up” stops being an accusation and becomes a chart.

Ask for it

“Show conversion funnel” gives the stage-by-stage view; “business report” wraps it with conversation stats and the top recommendations; “how does this month compare to last?” adds the trend. For the bottleneck itself, go one level deeper — “why do deals fail” — and the Co-Worker reads the lost conversations and tells you what’s actually killing them.

Where to next