Interactive tutorial · ~5 min · 10 steps
Reports & the Funnel
Reports show who received each campaign; the funnel turns your pipeline into conversion and revenue figures you can export as CSV.
Runs on a fictional copy of the screen with a voice guide. Nothing you click reaches WhatsApp.
What the tour covers, step by step
See who got each campaign and who didn't, then watch your pipeline turn into conversion and revenue numbers.
- 01
Reports: how every campaign went
Each bulk-send campaign writes a report as it runs — one line per recipient. Reports is where they all live (popup → More tools → Reports). Export all gives one CSV of everything.
Read the narration
Let's look at Reports. Every time a campaign sends, it writes a report as it goes — one line per person, saying whether the message went out and when. This page collects them all; you reach it from the popup under More tools. Export all downloads everything as one spreadsheet, and Clear all wipes the list if it gets long.
- 02
Filter by time and outcome
Chips for All / 24h / 7d / 30d and All / Delivered / Failed, plus a search box for a name, number or campaign. Here: last 7 days.
Read the narration
The chips narrow things down. The first row is time — everything, the last twenty-four hours, seven days or thirty days. Pick seven days and the old Payment reminders run disappears. The second row is outcome: Delivered or Failed. And the search box finds a person, a number or a campaign name across all of it.
- 03
One card per campaign
The header shows the campaign name, its state, and sent · failed · total. Click it to expand the recipient log: name, phone, status and time — failed rows show the error text underneath.
Read the narration
Each card is one campaign. The header gives you the name, the campaign's state and the count — forty sent, two failed, forty-two total. Click the header and the recipient log unfolds: name, phone, status and time, newest first. Look at a failed row: under the red pill there's a short reason, like Number is not on WhatsApp. That text is new, and it tells you whether to fix the number or just try again.
- 04
Export the failures and retry
Export CSV writes timestamp, campaign, name, phone, status and error for this campaign. Filter Failed first and you have a clean retry list. Open in Campaigns jumps to the run.
Read the narration
A practical trick: click Failed, so only the two problem rows remain, then press Export CSV. The file has a column for the time, the campaign, the name, the phone, the status and the error — a ready-made list to check and send again. Open in Campaigns jumps back to the run itself, where you can resume or cancel it.
- 05
The Funnel: your pipeline as numbers
Four headline tiles: Contacts on the board, Conversion rate per contact (last stage ÷ first stage), Average Revenue per contact and Total Revenue. Nothing to set up — it reads your CRM boards.
Read the narration
Now the Funnel dashboard, from the rail's Sales funnel icon. There's nothing to create here — it reads your CRM boards and turns them into numbers. Four tiles at the top: how many contacts are on the board, the conversion rate — the last stage divided by the first, so three won out of fourteen leads is twenty-one percent — the average revenue per contact, and the total revenue. Revenue comes from the deal values on contact profiles, which is why the Contacts tour asked you to fill them in.
- 06
Conversion between stages
Each segment is a stage, sized by how many chats are in it. The percentage is the drop from the stage above — 14 leads → 8 qualified is 57.1%.
Read the narration
The chart itself is the classic funnel. Each band is a stage from your board, in board order, and its width shows how many chats sit there. The percentage on each band is the conversion from the stage above it: fourteen leads became eight qualified, that's fifty-seven percent; eight became four proposals, fifty percent; and three of those four were won. Where the funnel narrows sharply is where you're losing people — that's the stage to work on.
- 07
Count or Value, and sort
Switch the chart from Count to Value to size stages by deal value instead. Keep Sort on Original for true stage-to-stage conversion.
Read the narration
Switch to Value and the same funnel is sized by money instead of people — suddenly Proposal looks bigger than Qualified, because the deals there are worth more. Sort reorders the bands, but leave it on Original when you care about conversion: the percentages only mean something in pipeline order.
- 08
Which data feeds it
Source picks a CRM board — one at a time — or switches to Tabs, where every user tab becomes a funnel stage.
Read the narration
The Source panel decides what you're looking at. In CRM mode, pick a board — here Sales Pipeline or Support tickets — and the funnel redraws. Switch to Tabs and your user tabs become the stages instead, in the order they appear above your chat list. That's a quick way to get numbers even if you never built a board.
- 09
Take the numbers with you
Export to Excel downloads funnel-export-YYYY-MM-DD.csv with one line per stage: stage, count, value, conversion.
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Export to Excel gives you a small spreadsheet — one line per stage with the count, the value and the conversion — named funnel-export with today's date. Paste it into your weekly report and you're done.
- 10
Numbers you can act on
Open the Funnel, pick your board and find the stage where the drop is biggest. After your next campaign, check Reports for failed numbers.
Read the narration
That's reports and the funnel. Open the real Funnel, pick your board, and look for the stage with the biggest drop — that's your homework for the week. And after your next campaign, spend a minute in Reports on the Failed filter; fixing a few wrong numbers is the cheapest sale you'll make.