Tutorial
Explore report overview and sales funnel
Switch from report overview to the sales funnel, inspect the visible information and return to overview.
Kalahamoon team
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What this lesson covers
Switch from report overview to the sales funnel, inspect the visible information and return to overview.
Before you start
Define the question and reporting period, and confirm the workspace and access scope.
Follow the walkthrough
Open Reports and inspect overview.
Select the funnel view and inspect headings and data state.
Return to overview and compare the two views.
Check the result
Check the selected view and data scope. Missing report data is not the same as zero business performance.
Using this in your workspace
Before making decisions, check the period, filters and data import completion. Compare metric definitions with source records.
About this video
Recorded in Kalahamoon 2.33.1 with Persian on-screen captions and background music, without narration. The visible records belong to a demonstration workspace.
