Empower Your Business with Sales Funnel Analysis in United States

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whatever it is that's where if you want to do something that's just a non-standard non-automatic thing with states again you do have the ability to just simply drag select them and make a group of them but because you can have thousands of dates in there you wouldn't want to by hand group these into days and months and years on the grouping if you choose just one single date you can choose just one date that's down below the date field or you can choose the field itself and hit the group button that allows you to do a much more sophisticated kind of date grouping so you can put in a start for the date range that you want let's say we want to start with just the ones that are in 1997 and that run up through february 2nd of 2002 we can do that by putting in a date like that so this is let's do one one 1997 up to february 2nd 2002. actually when we do february 1st 2002 and i'll do summarize these by days months and years remember what i'm doing is i'm working with the create on field and because it's blue that's the account level so this is the date the account was created in goldmine and now the grouping that i'm seeing is i've got all the ones that are earlier than my start date because we did this as a date range the ones later than my start date are shown here as individual ones so individual dates created but they're also grouped by years and months because that's how the dialogue will pull up the dialogue again that's how the dialogue had them going so everything that's before february 1st 2002 but after 1197 shows as individuals the ones that are before that are all grouped into a single bucket there's also an item for the ones after uh february 1st 2002 down here but you don't see it because there isn't real data for it so now i've got both my on date in other words the date that the sale happened grouped and i have the create on date the date that the record was added into the database grouped by years and months and while this may look like a bit of a mess here you can quickly turn this into something that's really quite an interesting report namely something that gives you an idea of how long do we have people in our database before we actually make sales to them and how do those uh how does this how do they sort of spread out over time so here's an example now i did a date grouping on here where i said the ones before first of 1997 i didn't care about so i'm going to first thing i'm going to do is just turn those off and then i'm going to simplify it further by saying i don't really care about the individual days what i really care about is what's the year and month that we entered them into the database and then the second question is when do they actually buy something from us and again i don't care about the individual the count of the records i really care about the dollar amount so i'm just going to leave the dollar amounts in here so i'll turn off the things that are not dollars in my data area and that gives me columns to work with and so let's see open these up so i just get a few more okay so by year of when the sale happened here's when the records were added into the database maybe i'll take the months out of there and uh give me an even simpler view here so in other word in other words i can change these labels here what i want to so this is year entered into goldmine and this is year of sale and then i'll use this little handy thing to show us what we've got so in other words of the ones that were entered in 1997 we had that much sold in the year 2004 but none sold in 2007. the ones entered in 1998 19 000 of them bought so we've got a very long sales cycle here six year sales cycle on these and you know in your own case it'll be whatever your data say but so these have been in the database since 1998 that many bought in 2004 this many bought in 2007 and if you were working if we were working with a real database here instead of just a demo database you would see a nice smooth progression from year to year this way and from year to year that way and get a much better idea of your sales cycle now if you have shorter month-long sales cycles instead of year-long sales cycles you would probably want to have month by month and uh let's see let's get the on month field going across here and that would give you a little bit more a finer picture okay so for the ones added in march of 1998 here's when the actual sales fell for them now what i did was that was a grouping against the date they were entered into the database another one as i mentioned was i think i pulled in the field for the date the uh the forecasted sale record was created uh did i include that or not here we go created on so i actually do have another date to work with so this same concept which would actually make a little bit more sense in doing a doing a sales funnel analysis you