Help centre / Win work

Sales Funnel and conversion reporting

Follow leads through deals and proposals to won work, then find where to improve.

Available on Pro and Agency

What it is

The Sales Funnel uses activity already recorded in HappyNoodle to show new leads, optional quote requests, deals opened, proposals sent and won work. It also shows carry-on rates, the biggest drop-off, weighted open pipeline value and won results by lead source.

When to use it

  • Reviewing sales performance each week.
  • Deciding which stage of your process needs attention.
  • Comparing where your strongest leads come from.

How to do it

  1. Review the compact 90-day Sales Funnel on your Dashboard.
  2. Choose Full report, or open Insights → Funnel.
  3. Switch between 30 days, 90 days and 12 months.
  4. Check the biggest drop-off, then open that stage to work on the relevant records.
  5. Review Where leads come from to compare leads, wins and conversion by source.

Good to know

  • Quote requests are shown for context but are not required, so they are ignored when HappyNoodle identifies the biggest drop-off.
  • The likely-to-win figure applies each pipeline stage's win probability to the value of open deals.

Still stuck? Read troubleshooting, or sign in and open Help & support.