Sales funnel

In PX, sales funnel is directly connected to source management and disposition engine.

• The goal can be set for each buyer campaign with target disposition status and CPA.
• Buyer campaigns that participate in the lead flow can update disposition for all leads bought in order to measure ROI, goals reached and CPA.
• As soon as disposition statuses are updated, you can determine sources, traffic types, publishers and sites that work best for campaign goals on Source Management page.
• Sales funnel chart shows lead steps according to disposition statuses. Each step shows the conversion percentage from the previous step and the number of leads.

By default, sales funnel includes six steps with industry standardized naming that correspond to specific disposition statuses: 

• Leads - all leads that have not yet been contacted or can’t be reached out for some reason.
• Contacted - leads have picked up the phone and spoken to one of the buyer’s agents, regardless of intent.
• Interested - the consumer is qualified for the buyer’s product or service and the sales process can continue.
• Quoted - lead qualifies buyer’s criteria, has been provided with clear pricing and product offering and gave additional personal information required for the sale.
• Appointment - there is an informal agreement between the buyer and the lead, the final stages of the sale.
• Sale - a formal agreement in exchange for buyer’s product/service has been made with the lead.

You can also hover over the status bar to view average custom values (if any were specified during disposition update).

Definitions:

• Contact rate = % of leads contacted by the buyer 
• Qualified lead rate = % of leads qualified by the buyer 
• Sale rate = % of leads converted to a sale

Benchmarks per vertical:

• Home security
• Windows
• Solar
• Mortgage - Refi / Purchase
• Health

Sales funnel is available in the following places of PX platform:

• Source Management
• Dashboard
• Disposition Management