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Analyzing Performance with the Funnel Stats Tab in Surplus Systems CRM

ms CRM. This guide explains how to access and interpret key metrics, track conversion rates, and assess the overall performance of your funnels, helping you make data-driven decisions to refine your marketing strategies

1. Begin by selecting the Websites option.

1 Click on "Websites".

2. Continue by selecting A2P Funnel.

2 Click on "A2P Funnel".

3. Next, click the Stats tab.

3 Next, click on "Stats".

4. Move on by clicking on the date element.

4 Next up, click on the element.

5. Now, adjust the date using the backward or forward arrow.

5 Now, click here.

6. Confirm the date by selecting numbers.

6 Click here.

7. Afterwards, continue by clicking confirm.

7 Click on "Confirm".

8. These are the funnel Steps

8 Then, click here.

9. Now, focus on Page Views.

9 Afterwards, click here.

10. Next, Opt-Ins.

10 Upload

11. Proceed to Sales.

11 Once that's done, click on "Opt-Ins".

12. Then, click on Earnings/Pageview.

12 Next, click on "Sales".

13. Reset the data by clicking Reset.

13 Afterwards, click on "Earnings/Pageview".

14. Click here to access Stats Documentation

14 Click on "Understand stats".

15 After that, click on "Funnel stats calculations".

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Analyzing Performance with the Funnel Stats Tab in Surplus Systems CRM | SURPLUS SYSTEMS