Sample Funnel Report Card
See how DataTurk grades every stage of your business funnel with actionable insights and dollar impact.
TOP OF THE FUNNEL
How well you capture attention, answer the phone, and book appointments
Marketing Leads
You're doing well at capturing the attention of potential customers and answering the phone. There's room for improvement.
Revenue Impact
Achieving a B would mean as much as $51k additional revenue this month (about $610k/year).
How to improve:
- • Increase inbound calls to 1,824 (currently: 1,603)
- • Increase unique callers percentage to 74% (currently: 69%)
- • Reduce abandoned calls to 0 (currently: 92)
Lead Classification
You're doing so-so at identifying how well the call center distinguishes opportunities from non-opportunities. This is worth improving.
Revenue Impact
Achieving a C+ would mean as much as $51k additional revenue this month (about $610k/year).
How to improve:
- • Increase inbound booked calls to opportunities rate to 86% (currently: 78%)
Booking
You're doing poorly at turning interest into action, getting callers to book an appointment. Let's focus on getting you back on track.
Revenue Impact
Achieving a C would mean as much as $100k additional revenue this month (about $1.2M/year).
How to improve:
- • Increase inbound booked calls to 305 (currently: 244)
MIDDLE OF THE FUNNEL
How well you dispatch techs and create opportunities to sell
Dispatch
You're doing well at getting technicians assigned and out to jobs. There's room for improvement.
Revenue Impact
Achieving a B would mean as much as $100k additional revenue this month (about $1.2M/year).
How to improve:
- • Increase appointments count to 582 (currently: 466)
- • Increase appointments kept rate to 92% (currently: 89%)
- • Reduce appointments canceled rate to 8% (currently: 10%)
Opportunity To Sell
You're doing so-so at creating chances for your team to present solutions once they arrive at the customer's home. This is worth improving.
Revenue Impact
Achieving a C+ would mean as much as $150k additional revenue this month (about $1.8M/year).
How to improve:
- • Increase total sales leads count to 255 (currently: 186)
- • Increase sales lead closing rate to 56% (currently: 37%)
- • Increase estimate written percentage to 56% (currently: 45%)
BOTTOM OF THE FUNNEL
How well you turn opportunities into completed jobs and grow revenue
Conversion
You're doing so-so at turning sales opportunities into completed jobs. This is worth improving.
Revenue Impact
Achieving a C+ would mean as much as $200k additional revenue this month (about $2.4M/year).
How to improve:
- • Increase sold estimate count to 103 (currently: 69)
- • Increase estimate written percentage to 50% (currently: 45%)
- • Increase sales lead closing rate to 42% (currently: 37%)
Revenue Trend
You're doing so-so at growing revenue over time. Keep your eye on your revenue trend line to make sure it's moving in the right direction.
Revenue Impact
Achieving a C+ would mean as much as $700k additional revenue this month (about $8.4M/year).
How to improve:
- • Increase total threshold jobs count to 250 (currently: 167)
- • Increase average threshold job revenue to $2.90k (currently: $2.35k)
Total Potential Annual Revenue Impact
This sample report shows how small improvements across your funnel can add up to massive revenue gains. Get your own personalized Funnel Report Card to see exactly where your business is leaving money on the table.