1. Enter the top-of-funnel count
Use visitors, contacts, or prospects from one defined cohort.
2. Add each stage count
Enter leads, qualified opportunities, proposals or trials, and closed sales.
3. Keep the funnel descending
Later-stage counts should not exceed earlier-stage counts.
4. Enter average sale value
Use the average recognized or expected value per closed sale.
5. Review conversion points
Compare overall conversion with the stage rates to find the largest opportunity for improvement.