Help center

All collectionsSitesFunnelsHow to View and Export Sales Data for Funnels in CoachWorks Marketing CRM

How to View and Export Sales Data for Funnels in CoachWorks Marketing CRM

This guide provides a step-by-step process for viewing and exporting sales data for your marketing funnels within CoachWorks Marketing CRM. Learn how to select date ranges, export data, and gain insights from the sales statistics

1. Begin by navigating to the funnels section.

1 To start off, click on the element.

2. Next, choose a specific funnel from the list provided.

2 Click on "Demo".

3. Now, click on the 'Sales' tab to continue.

3 After, click on "Sales".

4. Select your desired date range and confirm to proceed.

4 Next, click on "Confirm".

5. To export sales data into a CSV file, click here.

5 Click on "All orders/sales on version 2 of the this funnel are availab...".

6. Observe the displayed sales data for insights.

6 Then, click on "No Data".

7. Note: Check payments for version 2 sales; version 1 sales show here only.

7 Once that's done, click on "All orders/sales on version 2 of the this funnel are availab...".

Did this answer your question?

😞

😐

😁

How to View and Export Sales Data for Funnels in CoachWorks Marketing CRM | Content Copilot