Conversion Funnel

Shows the path from calls to leads, follow-ups, appointments, confirmations, completions, and reviews.

What this page is for

Use to see where business is losing conversions.

Demo workflow

The owner wants to understand performance and decide what to improve next.

Collect data

Let calls, bookings, tasks, and outcomes accumulate.

Filter

Use Conversion Funnel to inspect trends, scores, or weak spots.

Improve

Update agent instructions, knowledge, routing, service rules, or staff workflow based on the finding.

The dashboard explains what changed and where the business should focus next.