Workflow Report & Performance Tracking

Accessing the Report

1. Click the workflow menu (⁝ three dots on the right).
2. 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.