Reports: Advanced Lifecycle Analytics and Visualization
planned
W
Wilson Tan
Business Problem:
Teams cannot easily identify patterns, bottlenecks, or high-performing stages, limiting their ability to optimize the customer journey.
The absence of advanced tools like a Sankey diagrams or conversion matrices means businesses struggle to gain a comprehensive view of lifecycle dynamics, impacting their ability to improve conversion rates and reduce drop-offs.
Desired Outcome:
Introduce advanced lifecycle analysis reports with the following features:
- Sankey Diagrams: Visualize customer flow across lifecycle stages and highlight where drop-offs occur or identify stages with the highest retention.
- Conversion Matrix Table: Display stage-to-stage transition rates in a matrix format that provide clear metrics on movement between specific stages (e.g., Lead → Opportunity → Customer).
These reports can include metrics such as:
- Stage Conversion Rates: How effectively contacts move between stages.
- Drop-Off Rates: The percentage of contacts lost at each stage.
- Average Time Spent per Stage: Insights into delays in the pipeline.
- Stage Re-Entry Rates: Track customers who re-enter a previous stage.
- Lifecycle Trend Analysis: Track historical lifecycle data to identify seasonal trends or long-term changes in customer behavior.
Guerrilla Metrics
Totally agree. He added that additional entity logic is required to the contact and the conversation. Company and opportunity. Opportunity is understood as a cycle of conversation. The same customer can represent several opportunities over time. Each conversation cycle should eventually be an attention or a sales opportunity. An opportunity won should not go out of the funnel by opening a new conversation with the customer. Each sales opportunity should be able to incorporate a field associated with the valuation of the opportunity and apply% of probability of closing. As do sales CRMs that already include conversation modules. Conversational platforms must converge on a CRM just as CRMs are being applied to conversational platforms.
N
Nabilah Binti Salleh
Merged in a post:
Report for LifeCycle
SUNSUN CRM
S
Shi Hui
planned