[{"data":1,"prerenderedAt":448},["ShallowReactive",2],{"navigation":3,"\u002Freports\u002Fsales-funnel":312,"\u002Freports\u002Fsales-funnel-surround":445},[4,27,58,77,96,127,166,196,211,286,297],{"title":5,"path":6,"stem":7,"children":8},"Getting Started","\u002Fgetting-started","1.getting-started\u002F1.index",[9,11,15,19,23],{"title":10,"path":6,"stem":7},"Introduction",{"title":12,"path":13,"stem":14},"Key Concepts","\u002Fgetting-started\u002Fkey-concepts","1.getting-started\u002F2.key-concepts",{"title":16,"path":17,"stem":18},"Quick Start","\u002Fgetting-started\u002Fquick-start","1.getting-started\u002F3.quick-start",{"title":20,"path":21,"stem":22},"Navigating Tourbox","\u002Fgetting-started\u002Fnavigating-tourbox","1.getting-started\u002F4.navigating-tourbox",{"title":24,"path":25,"stem":26},"Plans & Permissions","\u002Fgetting-started\u002Fplans-and-permissions","1.getting-started\u002F5.plans-and-permissions",{"title":28,"path":29,"stem":30,"children":31},"Settings","\u002Fsettings","10.settings\u002F1.index",[32,34,38,42,46,50,54],{"title":33,"path":29,"stem":30},"Settings Overview",{"title":35,"path":36,"stem":37},"Organisation Settings","\u002Fsettings\u002Forganisation","10.settings\u002F2.organisation",{"title":39,"path":40,"stem":41},"Team Members","\u002Fsettings\u002Fteam-members","10.settings\u002F3.team-members",{"title":43,"path":44,"stem":45},"Billing","\u002Fsettings\u002Fbilling","10.settings\u002F4.billing",{"title":47,"path":48,"stem":49},"Integrations Settings","\u002Fsettings\u002Fintegrations","10.settings\u002F5.integrations",{"title":51,"path":52,"stem":53},"Email Templates Settings","\u002Fsettings\u002Femail-templates","10.settings\u002F6.email-templates",{"title":55,"path":56,"stem":57},"AI Settings","\u002Fsettings\u002Fai","10.settings\u002F7.ai",{"title":59,"path":60,"stem":61,"children":62},"Reference","\u002Freference","11.reference\u002F1.index",[63,65,69,73],{"title":64,"path":60,"stem":61},"Reference Overview",{"title":66,"path":67,"stem":68},"Places","\u002Freference\u002Fplaces","11.reference\u002F2.places",{"title":70,"path":71,"stem":72},"Tags","\u002Freference\u002Ftags","11.reference\u002F3.tags",{"title":74,"path":75,"stem":76},"Lists","\u002Freference\u002Flists","11.reference\u002F4.lists",{"title":78,"path":79,"stem":80,"children":81},"Workspace","\u002Fworkspace","2.workspace\u002F1.index",[82,84,88,92],{"title":83,"path":79,"stem":80},"Workspace Overview",{"title":85,"path":86,"stem":87},"Dashboard","\u002Fworkspace\u002Fdashboard","2.workspace\u002F2.dashboard",{"title":89,"path":90,"stem":91},"Tasks","\u002Fworkspace\u002Ftasks","2.workspace\u002F3.tasks",{"title":93,"path":94,"stem":95},"Profile","\u002Fworkspace\u002Fprofile","2.workspace\u002F4.profile",{"title":97,"path":98,"stem":99,"children":100},"Pipeline","\u002Fpipeline","3.pipeline\u002F1.index",[101,103,107,111,115,119,123],{"title":102,"path":98,"stem":99},"Pipeline Overview",{"title":104,"path":105,"stem":106},"Enquiries","\u002Fpipeline\u002Fenquiries","3.pipeline\u002F2.enquiries",{"title":108,"path":109,"stem":110},"Enquiry to Booking Flow","\u002Fpipeline\u002Fenquiry-to-booking","3.pipeline\u002F3.enquiry-to-booking",{"title":112,"path":113,"stem":114},"Bookings","\u002Fpipeline\u002Fbookings","3.pipeline\u002F4.bookings",{"title":116,"path":117,"stem":118},"Itineraries","\u002Fpipeline\u002Fitineraries","3.pipeline\u002F5.itineraries",{"title":120,"path":121,"stem":122},"Passengers","\u002Fpipeline\u002Fpassengers","3.pipeline\u002F6.passengers",{"title":124,"path":125,"stem":126},"Customers","\u002Fpipeline\u002Fcustomers","3.pipeline\u002F7.customers",{"title":128,"path":129,"stem":130,"children":131},"Finance","\u002Ffinance","4.finance\u002F1.index",[132,134,138,142,146,150,154,158,162],{"title":133,"path":129,"stem":130},"Finance Overview",{"title":135,"path":136,"stem":137},"Customer Documents","\u002Ffinance\u002Fcustomer-documents","4.finance\u002F2.customer-documents",{"title":139,"path":140,"stem":141},"Customer Payments","\u002Ffinance\u002Fcustomer-payments","4.finance\u002F3.customer-payments",{"title":143,"path":144,"stem":145},"Suppliers","\u002Ffinance\u002Fsuppliers","4.finance\u002F4.suppliers",{"title":147,"path":148,"stem":149},"Supplier Documents","\u002Ffinance\u002Fsupplier-documents","4.finance\u002F5.supplier-documents",{"title":151,"path":152,"stem":153},"Supplier Payments","\u002Ffinance\u002Fsupplier-payments","4.finance\u002F6.supplier-payments",{"title":155,"path":156,"stem":157},"Bank Accounts","\u002Ffinance\u002Fbank-accounts","4.finance\u002F7.bank-accounts",{"title":159,"path":160,"stem":161},"Currency Contracts","\u002Ffinance\u002Fcurrency-contracts","4.finance\u002F8.currency-contracts",{"title":163,"path":164,"stem":165},"Financial Reports","\u002Ffinance\u002Ffinancial-reports","4.finance\u002F9.financial-reports",{"title":167,"path":168,"stem":169,"children":170},"Content","\u002Fcontent","5.content\u002F1.index",[171,173,177,181,185,189,192],{"title":172,"path":168,"stem":169},"Content Overview",{"title":174,"path":175,"stem":176},"Catalogue","\u002Fcontent\u002Fcatalogue","5.content\u002F2.catalogue",{"title":178,"path":179,"stem":180},"Library","\u002Fcontent\u002Flibrary","5.content\u002F3.library",{"title":182,"path":183,"stem":184},"Knowledge Base (Hub)","\u002Fcontent\u002Fknowledge-base","5.content\u002F4.knowledge-base",{"title":186,"path":187,"stem":188},"Forms","\u002Fcontent\u002Fforms","5.content\u002F5.forms",{"title":66,"path":190,"stem":191},"\u002Fcontent\u002Fplaces","5.content\u002F6.places",{"title":193,"path":194,"stem":195},"Media","\u002Fcontent\u002Fmedia","5.content\u002F7.media",{"title":197,"path":198,"stem":199,"children":200},"Communications","\u002Fcommunications","6.communications\u002F1.index",[201,203,207],{"title":202,"path":198,"stem":199},"Communications Overview",{"title":204,"path":205,"stem":206},"Email Templates","\u002Fcommunications\u002Femail-templates","6.communications\u002F2.email-templates",{"title":208,"path":209,"stem":210},"Messaging","\u002Fcommunications\u002Fmessaging","6.communications\u002F3.messaging",{"title":212,"path":213,"stem":214,"children":215},"Reports","\u002Freports","7.reports\u002F1.index",[216,218,222,226,230,234,238,242,246,250,254,258,262,266,270,274,278,282],{"title":217,"path":213,"stem":214},"Reports Overview",{"title":219,"path":220,"stem":221},"Aging Report (Suppliers)","\u002Freports\u002Faging-report","7.reports\u002F10.aging-report",{"title":223,"path":224,"stem":225},"Customer Aging Report","\u002Freports\u002Fcustomer-aging-report","7.reports\u002F11.customer-aging-report",{"title":227,"path":228,"stem":229},"Customer Insights","\u002Freports\u002Fcustomer-insights","7.reports\u002F12.customer-insights",{"title":231,"path":232,"stem":233},"Supplier Utilization","\u002Freports\u002Fsupplier-utilization","7.reports\u002F13.supplier-utilization",{"title":235,"path":236,"stem":237},"Operational Calendar","\u002Freports\u002Foperational-calendar","7.reports\u002F14.operational-calendar",{"title":239,"path":240,"stem":241},"Popular Products","\u002Freports\u002Fpopular-products","7.reports\u002F15.popular-products",{"title":243,"path":244,"stem":245},"Communications Report","\u002Freports\u002Fcommunications","7.reports\u002F16.communications",{"title":247,"path":248,"stem":249},"Custom Reports","\u002Freports\u002Fcustom","7.reports\u002F17.custom",{"title":251,"path":252,"stem":253},"Saved Reports","\u002Freports\u002Fsaved","7.reports\u002F18.saved",{"title":255,"path":256,"stem":257},"Available Reports","\u002Freports\u002Favailable-reports","7.reports\u002F2.available-reports",{"title":259,"path":260,"stem":261},"Sales Funnel","\u002Freports\u002Fsales-funnel","7.reports\u002F3.sales-funnel",{"title":263,"path":264,"stem":265},"Enquiry Sources","\u002Freports\u002Fenquiry-sources","7.reports\u002F4.enquiry-sources",{"title":267,"path":268,"stem":269},"Targets","\u002Freports\u002Ftargets","7.reports\u002F5.targets",{"title":271,"path":272,"stem":273},"Revenue Overview","\u002Freports\u002Frevenue-overview","7.reports\u002F6.revenue-overview",{"title":275,"path":276,"stem":277},"Booking Trends","\u002Freports\u002Fbooking-trends","7.reports\u002F7.booking-trends",{"title":279,"path":280,"stem":281},"Booking Profit & Loss","\u002Freports\u002Fbooking-profit-loss","7.reports\u002F8.booking-profit-loss",{"title":283,"path":284,"stem":285},"Cash Flow Report","\u002Freports\u002Fcash-flow-report","7.reports\u002F9.cash-flow-report",{"title":287,"path":288,"stem":289,"children":290},"Sharing","\u002Fsharing","8.sharing\u002F1.index",[291,293],{"title":292,"path":288,"stem":289},"Sharing Overview",{"title":294,"path":295,"stem":296},"Customer Portal","\u002Fsharing\u002Fcustomer-portal","8.sharing\u002F2.customer-portal",{"title":298,"path":299,"stem":300,"children":301},"Integrations","\u002Fintegrations","9.integrations\u002F1.index",[302,304,308],{"title":303,"path":299,"stem":300},"Integrations Overview",{"title":305,"path":306,"stem":307},"Vamoos","\u002Fintegrations\u002Fvamoos","9.integrations\u002F2.vamoos",{"title":309,"path":310,"stem":311},"AI Features","\u002Fintegrations\u002Fai-features","9.integrations\u002F3.ai-features",{"id":313,"title":259,"body":314,"description":438,"extension":439,"links":440,"meta":441,"navigation":442,"path":260,"seo":443,"stem":261,"__hash__":444},"docs\u002F7.reports\u002F3.sales-funnel.md",{"type":315,"value":316,"toc":430},"minimark",[317,321,325,330,333,368,371,375,404,408,423,427],[318,319,259],"h1",{"id":320},"sales-funnel",[322,323,324],"p",{},"The Sales Funnel report visualises how leads progress through the pipeline, with conversion rates between each stage. Use it to spot bottlenecks (e.g. lots of new enquiries but few being qualified) and to compare team or channel performance.",[326,327,329],"h2",{"id":328},"what-it-shows","What it shows",[322,331,332],{},"A funnel chart with the following stages by default:",[334,335,336,344,350,356,362],"ol",{},[337,338,339,343],"li",{},[340,341,342],"strong",{},"New enquiries",": All enquiries created in the period.",[337,345,346,349],{},[340,347,348],{},"Qualified",": Of those, how many were qualified.",[337,351,352,355],{},[340,353,354],{},"Quote Started",": Of qualified, how many became bookings.",[337,357,358,361],{},[340,359,360],{},"Confirmed",": Of bookings, how many received first payment.",[337,363,364,367],{},[340,365,366],{},"Authorised",": Of confirmed, how many were authorised.",[322,369,370],{},"Between each stage the conversion rate is shown as a percentage.",[326,372,374],{"id":373},"filters","Filters",[376,377,378,384,390,400],"ul",{},[337,379,380,383],{},[340,381,382],{},"Date range",": Period over which to count enquiries created.",[337,385,386,389],{},[340,387,388],{},"Owner \u002F salesperson",".",[337,391,392,395,396,399],{},[340,393,394],{},"Source"," \u002F ",[340,397,398],{},"marketing source",": Filter by channel.",[337,401,402,389],{},[340,403,70],{},[326,405,407],{"id":406},"funnel-metric-preference","Funnel metric preference",[322,409,410,411,415,416,419,420,389],{},"Your organisation can configure whether the funnel uses ",[412,413,414],"em",{},"Qualified → Confirmed"," or ",[412,417,418],{},"New → Confirmed"," as the headline conversion under ",[421,422,35],"a",{"href":36},[326,424,426],{"id":425},"drill-through","Drill-through",[322,428,429],{},"Click any stage in the funnel to open the underlying list of enquiries or bookings at that stage.",{"title":431,"searchDepth":432,"depth":432,"links":433},"",2,[434,435,436,437],{"id":328,"depth":432,"text":329},{"id":373,"depth":432,"text":374},{"id":406,"depth":432,"text":407},{"id":425,"depth":432,"text":426},"Conversion rates at each stage of the pipeline.","md",null,{},true,{"title":259,"description":438},"FOSBQv30TXv7IhpFOaGaYtPuwpu8lRGy1-Q8TlyphRU",[446,447],{"title":255,"path":256,"stem":257,"children":-1},{"title":263,"path":264,"stem":265,"children":-1},1782307716697]