Question 1

What metrics does CaseTrack Pro's funnel analytics report?

Accepted Answer

Funnel Analytics reports cancellation and win rates calculated live from case statuses, plus Pre-Auth → Scheduled conversion from audited status transitions. It does not report entry and exit counts for every pipeline stage.

Question 2

How does CaseTrack Pro calculate win rate and cancellation rate?

Accepted Answer

Both rates are calculated live from case statuses in the selected scope. Win rate is completed cases divided by all cases. Cancellation rate is canceled cases divided by canceled plus completed cases; open cases are excluded from that denominator. Changing a case's status can change these rates.

Question 3

Can I filter funnel analytics by date or rep?

Accepted Answer

Yes. Use the dashboard's date range and rep filters to narrow the cases included in these rates.

Question 4

Does funnel analytics preserve historical win and cancellation rates?

Accepted Answer

No. Win and cancellation rates count current case statuses within the selected date range; they are not immutable historical snapshots. Pre-Auth → Scheduled conversion uses recorded status transitions in the audit log.

Question 5

How is funnel analytics different from quota forecasting in CaseTrack Pro?

Accepted Answer

Funnel Analytics is retrospective — it tells you what conversion rates have actually been. Quota Forecasting is forward-looking — it projects future attainment using those historical rates to generate three forecast scenarios. They are complementary: strong funnel data produces more accurate forecasts.

Question 6

Which subscription plan is required to access funnel analytics?

Accepted Answer

Funnel Analytics is available on Pro and Enterprise plans. Solo and Basic plans include standard case reporting but not these funnel metrics.