Read the outcome funnel

What it is

The outcome funnel, Dials to closed, follows your calls from the first dial to a closed deal. It is measured from the calendar and the deal board, not only from the results you pick at the end of a call, so it shows what really happened.

Where to find it

Reports > Dials to closed.

Steps

1. Open Reports and pick a range.
2. In Dials to closed, choose Just me or Whole account.
   

   

3. Read the five stages: Dials, Conversations, Appointments booked, Appointments held and Closed.
4. Click any stage to open the calls behind it, then click a person to open their record.
5. Read the table below to see which lists the calls came from.
   

   

Good to know

• Each stage shows its share of the stage above and of all dials.
• Below the stages you see how appointments went: Held, No show, Cancelled, Still ahead, and Never answered when nobody marked what happened.
• If calls were marked appointment set but never landed on the calendar, a line tells you how many. Those people get no reminder.
• Every stage is counted by when the call happened, so an appointment held weeks later still counts toward the week you dialed.
• A stage list shows the 50 most recent. Narrow the range to see the rest.
• The list table shows dials, conversations, booked, held, closed and dials per held for each list.