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The funnel chart will tell you the conversion rate between stages by showing the total number of cards that have been at each stage at some point. Not to be mistaken with the donut chart which shows the number of cards that are in a list at any given time.
The funnel chart is especially useful to detect bottlenecks. This way you will know at what stage of your sales process you have to make changes to unclog the pipeline to boost your conversion rate.
The donut chart shows you how many cards are in every list/stage at the moment of checking the report. When you check a list to be shown in reports, Crmble will keep track of how many cards are in that list/stage.
Every list connected to Crmble and with “Reports” checked, appears as a portion of the donut with its corresponding color.
To get insights about any stage/list of your pipeline, click on any section of the donut chart. In this example, when clicking on the blue section of the chart that represents the “To do” list, a new card will be shown next to the total card.
Select one or multiple sections of the Donut chart by holding the Command key in MacOS or Control key in Windows to filter your reports by specific stages/lists of your Trello pipeline.
The timeline chart will show you the lead creation flow using the creation date registered in every lead/card that has been created in your board. You can select different time spans in the date selector you’ll find at the header of your dashboard to focus just on the cards that have been created during a specific period. You can also drag a portion of the timeline to zoom and see in detail a specific part of the timeline.
In the search menu option, pick your member. Trello will show you just the cards you have been assigned to. This green message will tell you that a filter has been applied and how many cards apply to the active filter. In this case 5 cards belonging to Liam are visible on the board. Simply click the cross to deactivate the filter.
Crmble takes advantage of this feature and lets you filter your report by member as well.
In this example we have labeled some cards with the yellow label “Needs review”. This not only makes those cards stand out from the rest, but you’ll also be able now to filter your board by this label to focus on just those cards. You can even combine two filters to see only the cards labeled with “Needs review” and member “Liam”.
In this example we’ll see that the filter only applies to a total of three cards. We can use these same labels to filter our reports in Crmble. This will give more details than just the resulting number of cards. Let’s filter by member Liam and by the “Needs review” label.
This filter makes it possible to include in the dashboard and table reports all the archived cards. This is especially useful if you don’t want to clutter your board with older cards but still want to be able to check previous quarters or even years. All the other filters will obviously apply to the archived ones. If you think your board is getting slow because of too many cards, just archive them. Your hindsight reports are safe with the new “Show archived” feature.
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