How to Configure Report Funnels

Funnel reports show you exactly how opportunities move through your pipeline — and where they're dropping off. Instead of hunting through individual opportunity records, you get a clear picture of conversion at every stage.

What a Funnel Report Shows

A funnel report maps your pipeline stages into a visual sequence. For each step, you can see:

• How many opportunities entered that step
• The conversion rate from the previous step
• Where volume is shrinking fastest (your biggest drop-off points)

Funnel cards can sit inside any dashboard at https://app.trustpager.com/crm/reporting, or stand alone as their own report.

How Funnel Configuration Works

Each pipeline has one funnel config. You define a sequence of steps, and each step maps to one or more pipeline stages. This lets you group stages that logically belong together — for example, combining "Proposal Sent" and "Proposal Viewed" into a single "Proposal" funnel step.

The config is stored per pipeline, so different pipelines can have entirely different funnel shapes.

Configuring a Funnel via the MCP

Use the configure_report_funnel MCP tool. You need two things: the pipeline ID and a steps array.

Each step in the array takes:

• name — the label shown on the funnel chart (e.g., "Qualified", "Proposal", "Closed")
• stage_ids — an array of pipeline stage IDs that belong to this step

Example structure:

{
  "pipeline_id": "<your-pipeline-id>",
  "steps": [
    { "name": "New Lead",   "stage_ids": ["stage-id-1"] },
    { "name": "Qualified",  "stage_ids": ["stage-id-2"] },
    { "name": "Proposal",   "stage_ids": ["stage-id-3", "stage-id-4"] },
    { "name": "Negotiation","stage_ids": ["stage-id-5"] },
    { "name": "Closed Won", "stage_ids": ["stage-id-6"] }
  ]
}

Calling configure_report_funnel again with the same pipeline ID replaces the existing config — it's a full upsert.

Reading the Current Config

Use get_report_funnel_config with the pipeline ID to retrieve the current steps. This is useful before editing, so you know exactly what's already configured.

Adding a Funnel Card to a Dashboard

Once your funnel config is set, open any dashboard at https://app.trustpager.com/crm/reporting and add a new report card. Choose Funnel chart as the visualisation type and select your pipeline. The card will render the steps you've configured, with conversion percentages at each transition.

You can add multiple funnel cards to the same dashboard — one per pipeline — to compare conversion performance side by side.

Interpreting the Results

The funnel shows both absolute counts and conversion rates between steps. Look for:

• Big drops between steps — this is where your process needs attention, whether that's follow-up timing, messaging, or qualification criteria
• Healthy top-of-funnel — if the first step is thin, the problem is lead volume, not conversion
• Late-stage drop-off — proposals going quiet is a pricing or urgency issue, not a pipeline problem

Tip: Run funnel reports alongside your activity dashboards. A good conversion rate with low activity usually means your pipeline is stale — opportunities haven't been touched recently rather than genuinely progressing.

Removing a Funnel Config

Funnel configs can be deleted via the API if you want to reset a pipeline's funnel from scratch. Use get_report_funnel_config to retrieve the config ID first, then call the delete endpoint.