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Journey Analysis

Journey analysis shows the paths leads took through your pipeline stages before reaching their current position.

How the visualisation works​

sankey-graph.png

The flow diagram shows:

  • Current stage count (rightmost column) — how many leads are currently in the selected stage

    sankey-graph-current-stage-count.png

  • Previous stages (left columns) — where those leads came from

    sankey-graph-previous-stages.png

  • Direct creation — leads created directly in the current stage, shown as gaps in the flow

    sankey-graph-direct-creation.png

Set up the analysis​

  1. Select your report from the dropdown.

    journey-select-report.png

  2. Set the date range to filter leads by creation date.

    journey-select-date-range.png

  3. Optionally, apply cohort filters to focus on specific lead segments (e.g., exclude leads in a "Waitlist" stage).

    journey-cohort-filter.png

    cohort-filter-set-filter-condition.png

Analyse a stage​

  1. Click the Journey tab.

    journey-select-journey-tab.png

  2. Select a stage to analyse (typically a Processed stage for the most useful insights).

    journey-select-stage.png

  3. The visualisation updates to show all paths leading to that stage.

    journey-selected-stage-diagram.png

Interpreting results​

Example: Selecting "Enrolment Successful" shows 113 leads, broken down by their previous stages:

  • 99 from "Trial Pending / Staff Following Up"
  • 5 from "Waitlist"
  • 4 from "Trial Confirmed"
  • 5 created directly in "Enrolment Successful"

This tells you that the majority of successful enrolments came through the trial/follow-up path.

What to look for​

  • Which previous stages consistently lead to your target stage? These are your successful conversion paths.
  • Are leads skipping stages? This may indicate unnecessary steps in your process.
  • Which stages contribute the most volume? Focus resources on these paths.

Next steps​