Papo's Sales Report (https://papo.global/) is the dashboard that summarizes your sales funnel performance, showing how many cards (opportunities) are in each Kanban stage and their status — open, won, or lost. With this data, you calculate conversion rates between stages and identify exactly where opportunities are getting stuck, allowing you to adjust your sales process to sell more.
While the Kanban visually organizes the pipeline, the Sales Report turns that movement into clear numbers. It answers questions such as: what is the conversion rate from leads to proposals? At which stage is the funnel slowest? How many deals were closed in the month?
| Funnel Stage | Cards in Stage | Predominant Status | Conversion Rate (from previous stage) |
|---|---|---|---|
| New Lead | 150 | Open (100%) | — |
| In Service | 90 | Open (80%), Won (20%) | 60% (90/150) |
| Proposal Sent | 45 | Open (70%), Lost (30%) | 50% (45/90) |
| Closed (Won) | 30 | Won (100%) | 66% (30/45) |
Illustrative example: the overall funnel conversion rate is 20% (30 won / 150 initial leads).
How the Sales Report works
The report is automatically fed by the cards your team moves in Papo's Kanban. Every time a card advances a stage or changes status (open, won, lost), the data is recorded and consolidated in the Reports module, in the Funnel Summary section.
When accessing the report, you can:
- Select a specific funnel (e.g., “Sales”, “Post-sale”) to analyze only that pipeline.
- Choose the period (today, last 7 days, 30 days, or custom range) and compare evolution over time.
- View the card count by stage, with the distribution across open, won, and lost statuses.
This consolidated view lets you see the entire funnel at once, without manually counting cards in the Kanban.
How to calculate conversion rates between stages
Conversion rate measures how efficiently opportunities advance through the funnel. To calculate it:
Conversion rate from stage A to B = (Cards in stage B ÷ Cards in stage A) × 100
For example, if 150 cards entered “New Lead” and 90 reached “In Service”, the conversion rate between these stages is 60%. A sharp drop in this number indicates that many opportunities are being lost before advancing.
You can repeat the calculation for each transition and build a table like the example above, identifying the points of greatest friction.
Identifying bottlenecks in the sales process
With conversion rates in hand, it's easy to locate bottlenecks:
- Stages with low conversion: if the passage from “Proposal Sent” to “Closed” is only 10%, there may be problems with sales arguments, follow-up, or pricing.
- Accumulation of open cards in a stage: even if conversion is not low, a large number of cards stuck in “In Service” for a long time signals that the team is overloaded or that the process needs to be reviewed.
- Comparison between periods: by analyzing consecutive weeks or months, you notice whether improvement actions are having an effect (increased conversion rate) or whether new bottlenecks have appeared.
Use these insights to train the team, adjust scripts, redistribute leads, or automate follow-ups with Papo features, such as Flows and Disparador.
Who this report is for
- Sales managers and team leaders who need to monitor pipeline health and make data-driven decisions.
- Operations analysts who want to measure funnel efficiency and propose continuous improvements.
- Entrepreneurs and business owners who want to understand, in numbers, where they are losing revenue opportunities.
Frequently asked questions
Where can I find the Sales Report in Papo?
Go to the Reports module and locate the Funnel Summary section. There you can choose the funnel and period you want to analyze.
What does each status mean (open, won, lost)?
- Open: the card is still in negotiation, at any stage of the funnel.
- Won: the opportunity was successfully converted (sale closed).
- Lost: the opportunity was closed without success.
How do I calculate the conversion rate from one stage to another?
Divide the number of cards in the current stage by the number of cards in the previous stage and multiply by 100. Example: 45 cards in “Proposal” ÷ 90 cards in “In Service” = 50% conversion.
Does the report show the financial value of opportunities?
The main focus of Funnel Summary is the count of cards by stage and status. To check values, use the Kanban view itself, where each card can contain the estimated value or negotiation items.
Can I see lead sources in this report?
No. To analyze where your leads came from (channels, campaigns, ads), use the Traffic Source Report, available to administrators in the Reports module.
How can I use this report to improve my sales?
Identify the stages with the lowest conversion rate and investigate the causes: lack of follow-up, inadequate scripts, high response time. Then implement corrective actions and track progress in the following periods.
Read also
- How to create and customize your sales funnel in the Kanban CRM
- Understanding the Agents Report: How to analyze your team's productivity
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