Monthly client report
Three lanes (TOFU, MOFU, BOFU) with the client's sources, pages, and conversions placed by stage for a monthly readout.
9 steps9 connections5 benchmarks7 checklist itemsForecast period: 30 days
How this funnel works
A report layout instead of a funnel. Sources and first pages sit in the top-of-funnel lane, engagement and lead steps in the middle, purchases and booked jobs at the bottom. With the Conversion and Revenue overlays on, the canvas reads top to bottom as the story of the month, and the share link is the report.
Built for: Agencies presenting monthly results, and in-house marketers reporting to leadership.
Benchmarks
Low, typical, and high values a marketer would recognize. The forecast preset uses the typical column.
| Step | Low | Typical | High |
|---|---|---|---|
TOFU: source to first page Conversion rate · landed sessions after bounce filtering | 85% | 92% | 97% |
MOFU: engaged (scroll or video) Conversion rate | 30% | 45% | 65% |
MOFU: lead conversion Conversion rate · blended traffic | 3% | 6% | 12% |
BOFU: lead to customer Conversion rate | 10% | 20% | 35% |
Blended cost per lead Cost per lead | $20 | $45 | $110 |
Setup checklist
In the app, items flip to done when the Setup Assistant verifies the matching node.
- 1Each paid source has its own node with UTM matching
- 2Top landing pages tracked
- 3Engagement action (scroll or video) verified
- 4Lead form event verified
- 5Purchase or booked job carries value
- 6Ad cost connected so CAC and ROAS show on the canvas
- 7Share link created with the client's logo