Daily Funnel Reporting
Please submit a Funnel Update Daily by 5:00 pm
Sales Rep Name *
Todays Date *
MM
/
DD
/
YYYY
How many appointments did you go on today? *
How many appointments today were follow up appointments? *
Appointment 1
Answer the following questions if you had at least 1 appointment
What is the Customers Name?
Appointment 1
What is the Customers Vertical?
Appointment 1
Monthly dollar amount of YPsearch pitched?
Appointment 1
Monthly dollar amount of YPdisplay pitched?
Appointment 1
Total Monthly amount of all products pitched?
Appointment 1
Did you make a sale?
Appointment 1
Clear selection
If you made a sale, What is the total amount of the contract?
Was a follow up appointment set?
Appointment 1
Clear selection
Estimated close date?
Appointment 1
MM
/
DD
/
YYYY
Appointment 2
Answer the following questions if you had a second appointment
What is the Customers Name?
Appointment 2
What is the Customers Vertical?
Appointment 2
Monthly dollar amount of YPsearch pitched?
Appointment 2
Monthly dollar amount of YPdisplay pitched?
Appointment 2
Total Monthly amount of all products pitched?
Appointment 2
Did you make a sale?
Appointment 2
Clear selection
If you made a sale, What is the total amount of the contract?
Appointment 2
Was a follow up appointment set?
Appointment 2
Clear selection
Estimated close date?
Appointment 2
MM
/
DD
/
YYYY
Appointment 3
Answer the following questions if you had a 3rd appointment
What is the Customers Name?
Appointment 3
What is the Customers Vertical?
Appointment 3
Monthly dollar amount of YPsearch pitched?
Appointment 3
Monthly dollar amount of YPdisplay pitched?
Appointment 3
Total Monthly amount of all products pitched?
Appointment 3
Did you make a sale?
Appointment 3
Clear selection
If you made a sale, What is the total amount of the contract?
Appointment 3
Was a follow up appointment set?
Appointment 3
Clear selection
Estimated close date?
Appointment 3
MM
/
DD
/
YYYY
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