Reports: Advanced Lifecycle Analytics and Visualization
under review
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.
S
Shi Hui
marked this post as
under review
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