Accessing the Report
- Click the workflow menu (⁝ three dots on the right).
- Select “View Full Report.”
Report Dashboards
Overview Tab:
- Number of customers enrolled in the workflow.
- Number of customers in progress.
- Number of customers who achieved the goal.
- Conversion rate of customers completing the workflow.
- Number of customers exited (with or without goal completion).
Flow Report Tab:
Monitor how many customers are waiting at each step before progressing.
View the workflow structure and settings.
Track how many customers have passed through each step.