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Funnel types

Every B2B SaaS company has a customer journey / sales process / sales funnel. Your goal is to optimise your customer journey to convert more trials into paying customers.
How does your sales process look like?
Set up a Funnel report to start tracking your most important metrics.

Trial funnel

  1. 1.
    14-day free trial (no credit card required)
  2. 2.
    Onboarding completed
  3. 3.
    Plan upgraded to paid

Demo funnel

  1. 1.
    Demo scheduled
  2. 2.
    Plan upgraded to paid

Freemium funnel

  • Free plan
  • 14-day free trial (with credit card)
  • Plan upgraded to paid