Lead Funnel and Follow-Up Reports
Lead Funnel
Choose a month, quarter, or year to review leads created during that period.
You can optionally narrow the cohort by lead program. The funnel shows five
milestones:
Total leads — people who were leads and whose records were created in
the selected period.
Booked trial — leads in that cohort with at least one non-cancelled
trial booking.
Attended trial — leads in the cohort with an attended trial booking.
Trial subscription — leads in the cohort with a subscription to a trial
billing plan.
Converted — leads in the cohort with a subscription to a non-trial
billing plan.
These are milestone counts, not a strict step-by-step pipeline: a person may
meet more than one milestone, and the later milestones are not calculated by
subtracting earlier counts. Counts follow the lead’s creation period even if
the person has since become a member. Select a count card to open its related
lead list where available. Period comparisons compare the selected period with
the preceding period; the current period may still be in progress.

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