Use the Conversion Funnel in Win flow to see how Documents move through each stage in a selected Workspace. You can filter by Workspace, Owner, and Date range to review counts, timing, conversion rate, and drop rate.
Open the Conversion Funnel
- In the Business Portal, go to Menu → Insights → Win flow.
- Select a Workspace. This filter is required.
- Optional: select one or more Owner values.
- Optional: choose a Date range. The default is Last 30 Days.
- Review the funnel widgets on the page.
!Screenshot: Open Win flow from Insights
Review the funnel widgets
The page can show these widgets:
- Count
- Proposals value
- AVG. Time per stage
- Conversion rate
- Drop rate
!Screenshot: Conversion Funnel overview in Win flow
Understand the stage labels
The stage names change based on Workspace type:
- Proposals: Created → Shared → Viewed → Approved
- Agreements: Created → Shared → Viewed → Signed
- Presentation: Created → Shared → Viewed → Fully viewed
- Payments: Created → Shared → Viewed → Paid
Notes
- Workspace is single-select and required.
- Owner supports multiple selections.
- Date range defaults to Last 30 Days.
- Proposals value is not shown for Agreement or Presentation Workspaces.
Common questions
Why can’t I see Insights in the menu?
If you do not have access to any Workspace in the Company, Insights is not shown.
Why can’t I open Win pulse?
Access to Win pulse depends on your Company role and Workspace access. If it is not available, your account may not meet the required access rules.
Why don’t I see Proposals value?
Proposals value is hidden for Agreement and Presentation Workspaces.
Why are the stage names different in my funnel?
The funnel labels depend on the Workspace type.
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