Right. So deal journey analytics tool is pretty wild, in my opinion. I'm gonna walk you through, advanced use case that you can, maybe implement, in your system or for your clients if you are a solution partner.

I'm not gonna go into the details of every single thing that we have to set up, but I'll give you some ideas.

Just think through that. If you want a detailed session, maybe we can plan a hug event or something about specifically this part. But I'm gonna, you know, tweak your brains and help you spark some ideas today.

So this is my funnel. Let's come back to this one later. Here's my recommendation on setting up your pipeline. So this is pretty pretty standard pipeline, like, appointment set to schedule.

And, like, I was even so lazy that I didn't even rename those. But it's a good idea just, just to explain, generic. So these are all your open stages until contract center. These are your open stages.

And, technically, normally, we have, like, two stages.

Traditionally, people use two stages for closing stage, like a lost or a want. But my experience is, there needs to be another stage as unqualified.

The idea is not to pull them back again and then requalify these deals because this will mess up your entire funnel and everything. So that is not the idea. The idea is some, some people are not lost. Like, some deals are not actually lost.

It's unqualified. And they're like, you can then further divide that. Like, why was it unqualified in the first place? So there is a fine line that you have to draw internally in your organization, but my recommendation and, like, using this for a couple of clients has been working fine.

The way, one of my clients describes closed loss versus unqualified is unqualified is temporary. Like, hey. They aren't qualified now be because of we miss, you know, certain features that our competitor is offering or, they don't have a priority right now. So it's more of a temporary thing.

Lost is basically a lost, deal. Unless there is an active intent later on, we won't approach them. But unqualified, there is a, like, a recycle motion that seems to take, in couple of months or so. Like, there is a task generated on that unqualified deal and couple of stuff happens.

So this this is, like, a recommendation, not fully compulsory. And then you also see an onboarding pipeline that I have. And, for a very good reason, I'm using onboarding pipeline on deal and not ticket, and this is the reason why I'm using it. So, here here are my new stages, all the open stages, four stages here.

And closure stages, I prefer doing it this way. So it's visually much more easier to look at and how like, where the drop offs and everything are happening. This will all be available here. So the the way you set it is, like, keep adding all the stages, and then, I'll show you how to set up multiple ones.

So remove remove just, you know, grab your stage. So I already have a closed one in the same spike. I'll add the closed lost here and then I'm qualified here. So it will have these odds here, and it will show you, like, where are like, where is it happening.

As opposed to funnel reports in regular funnel reports, you cannot really do this, which is pretty cool. Now the next step, kickoff. So after I want twenty two deals, how many actually landed into kickoff?

So if, like, not all twenty two are landing into a kickoff, that means that there is a CS issue that's happening. So you can see this at a glance right within this particular report. And then, okay. You did the kick kickoff.

Did you actually complete the onboarding, or was it incomplete? So now you'll have to have a certain automations in place. So as soon as the deal is won, then you'll create a dummy deal so that your, you know and this can be done multiple ways. You can move the deal directly, but I don't recommend moving the deal directly to another pipeline because it will, you know, blow up your forecasting of stuff.

So and I'm open to opinions and suggestions here, but, my initial solution here is I'm gonna clone a deal on the same stage with exact same data. Like, I'll clone it there, and it will live on the same, pipe same pipeline stage. Next, what I'm gonna do is I'm gonna move the original deal that that went through all of these stages to the, account setup, like the new onboarding pipeline, different pipeline. And our, you know, clone deal will live in place of, the deal that went here.

So our, you know, volume metrics are not out of place, and, it has, you know, all of that. But this is experimental. So I'm, like, still testing it out how this works in, real world. And then, basically, you move them through the onboarding pipeline.

So this is, this is one use case that I can think of.

Let me know what are your thoughts about, like, doing it this way. Thank you