Funnel View
It is found on the Analytics menu. It is a bar chart showing your prospect journey based on your selected preferences. You can adjust the results by clicking on the campaign and time frame panels, or by using the Company domain filter next to the dates.
Filter by company domain: select one or more domains to see the funnel for those companies only. The whole Analytics dashboard, including the Funnel View and Campaign Breakdown, recalculates for the domains you select.
See the prospects behind every number
Every number in Analytics opens the actual prospects behind it. Click any bar in the Funnel View (Sent, Connected, Replied, Interested, Pending booked, or Booked), or any box in the Total Performance Metrics row at the top, and a side panel opens on the right with the list of prospects counted in that number.
The table in the panel shows:
Avatar
Name & company
Title
Spear profile: the profile that is reaching out to that prospect
Prospects are sorted A-Z by first name.
Switch between statuses: use the status tabs at the top of the panel to move between Sent, Connected, Replied, Interested, Pending booked, and Booked without closing it.
Download what you see: click the download button in the panel to get a CSV of the prospects in the tab you are viewing.
The panel respects your selected campaigns, time frame, and Company domain filter.
Campaign Breakdown
The Campaign Breakdown section shows performance data per campaign: sent, connected, replied, interested, pending booked, and booked, filtered by the selected time frame and company domains.
