Creating charts and sales funnels is an effective way to analyze conversions, access real-time data, and identify weak points in the sales process.

In this article, you will learn:

When creating your own data reports in Livespace, you can choose between two types of reports: funnels and charts. While both tools are used to present data, they serve completely different purposes and functions—so it’s worth carefully considering which one to use.

This is the ideal tool for tracking how specific data changes over time. It’s perfect for evaluating the effectiveness of sales activities, analyzing trends, and monitoring the progress of your sales team. With charts, you gain access to real-time data insights.

A chart is useful when:

A sales funnel shows how potential customers move through the various stages of the sales process. You can combine up to five different data sources, allowing for a detailed analysis of conversion rates at each stage. With sales funnels, you can identify bottlenecks and places where you're losing the most deals.

Use a sales funnel when:

Keep in mind that the choice between a funnel and a chart is irreversible—once a widget is created, you can’t change its type.

To open the report builder:

2. In the Custom reports section, click Add. This will create a new dashboard where your charts and funnels will be displayed.

3. Once the new dashboard opens, click Add report to insert your first chart or funnel.

4. Choose the appropriate report widget (funnel or chart).

1. After creating a dashboard, select chart.

2. You’ll see a sample data visualization. Confirm your choice to proceed to the widget configuration.

3. Selecting the right data sources is key to building meaningful reports.

Click the data source dropdown menu on the right sidebar.

Choose from a variety of relevant data types, such as deals, products, companies, or tasks.

4. To refine the data in your report and ensure its accuracy, select a filter for each chosen data source. Specify detailed filtering criteria, such as a particular sales process, date range, users, teams, or deal's stages.

Remember to confirm each filter.

Using advanced filters allows your reports to precisely focus on the metrics and insights most valuable for decision-making.

5. Metrics will help you effectively summarize the data. The Show dropdown menu, located under the data source and filter settings, displays the available metrics for each data source, making it easier to create custom dashboards. A wide range of relevant metrics is available, including count, value, number of products, time to close, conversion rate, and sales velocity. This section also includes additional fields.

For metrics with different aggregation options, additional input data types are available, such as minimum, average, median, maximum, and sum.

To display multiple metrics from a single data source on one chart, you can add the same data source as a secondary source and then select a different metric or aggregation.

6. You can group the data. Click Group by under the selected data source.

Select the criteria by which you want to group, such as creation date, status, or owner. Each data source has different available grouping options, including additional fields from the data source forms that can be used as grouping options.

If you choose an option with additional parameters, such as creation date, you will be able to select grouping rules, such as time ranges by year, quarter, month, week, or day.

To fully leverage data analysis, you can add a second level of grouping to gain more depth in your reports. For example, for a chart showing the number of lost transactions, you can use the first grouping for the lost date and the second for the lost reason. This will allow you to see trends in lost reasons for each month, helping you make informed decisions.

Grouping is a valuable tool for identifying patterns, comparing categories, and enhancing the effectiveness of data analysis.

7. Choose the appropriate sorting and limits. Sorting and limiting results help prioritize and focus on key information.

Select the sorting method for the data (ascending or descending) based on the chosen metric or grouping. Apply limits to the report to display only the best or worst results, simplifying interpretation and highlighting key data points.

8. Choose the appropriate report visualization.

The available visualizations are:

Remember, the best visualization for your data will depend on the specific question you are trying to answer, the type of data you have, and your audience.

9. To save the chart, click the Save Changes button.

To access advanced chart settings, go to the Chart Settings section, which contains additional settings specific to the visualization. For example, line charts offer the following configurable options:

In the Analysis section, each visualization also has specialized settings, such as:

These advanced settings significantly enhance the interaction and insights from your reports.

To build a basic sales funnel in Livespace, you need to select at least two metrics to be analyzed at different stages of the process.

2. On the right side of the interface, select the Data Source section. Decide which type of data you want to use. Available sources include, for example, deals, contacts, products, tasks, or spaces.

To get a fuller picture of the sales process, you can add up to five different data sources to the chart—this will make it easier to identify at which stage you're losing the most potential customers.

To add another data source, click the Add Data Source button below the first selected metric in the panel on the right.

Funnels use the same data filtering and selection rules as standard charts. However, note that grouping, sorting, and limiting the number of results for funnels is not supported.

3. The right data visualization simplifies the analysis process and makes it easier to communicate results to the team or clients. A well-crafted chart will help you understand the data, draw conclusions, and make better decisions.

Here are a few popular visualization types that will enhance your report:

The choice of visualization depends on several factors, including the report’s goal (conversion vs. detailed data analysis), the audience (salespeople vs. managers), and the type of data (time-based vs. numeric data).

Experiment with different visualization types and find the one that works best for you.

4. After completing the configuration, click the Save button in the top-right corner to finish the configuration and save the funnel.

After saving the report, you can start using it in your daily business tasks: you no longer need to go through the report creation process each time.

You can share reports with other users. Export them as CSV files or images, which will be useful for business presentations, team meetings, or training sessions.