Funnel metrics report
Website to pipeline conversion by channel, weekly
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the web analytics, the leads and the opportunities
Reports the funnel from visit to lead to opportunity to closed by channel and campaign
Computes the conversion rates and the costs
Explains the week's moves against the prior four weeks and flags the channels whose cost per opportunity rose
Drafts the review
Drafts the weekly marketing review with the budget moves to consider
Works in
Google Analytics, Snowflake, Slack
Google Analytics, Snowflake, SlackWhat it does
- Reports the funnel from visit to lead to opportunity to closed by channel and campaign
- Explains the week's moves against the prior four weeks and flags the channels whose cost per opportunity rose
- Drafts the weekly marketing review with the budget moves to consider
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.