Creating a funnel in Google Docs
I need to create a table in Google Docs with percentage and average arithmetic formulas, I will provide an example table for reference
Analysis of all recording processes in the clinic, for the sales department
• Number of recordings for consultations / monthly plan - we check if we are meeting it
• Number of consultations conducted per week (should match the plan)
• Number of patients who did not show up for consultations. Reasons for cancellation. How many were able to be rescheduled
• What inquiries are made (to understand if the advertising is working)
• Average response time of managers
• Number of patients who registered with a promo (actions/discounts)
• % distribution of patients (advertising/recommendations from others/self-search by the patient) - > we need this in the same format and to ask for it
• Conversion from qualified leads to appointments (advance payment made)
• Main reasons for not booking
• Conversion from revived patients who have not yet made an appointment, but were just interested
• % of successful proposals for rebooking for cosmetology / selling cosmetics
Client's review of cooperation with Yaroslav Perets
Creating a funnel in Google DocsQuickly grasps information, ready to make adjustments, collaboration is satisfactory.
Freelancer's review of cooperation with Olha Biao
Creating a funnel in Google DocsHandled quickly, maintained communication. I recommend for collaboration.
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764 5 1 Good day.
I am ready to create a Google Sheets table for you for the funnel of registrations and sales with the necessary formulas, percentages, averages, and a clear structure for daily work. From the description, I see that it is important not just to "make a table," but to correctly gather the logic of the indicators so that you can actually see conversions, reasons for losses, advertising effectiveness, and the performance of managers.
What I can implement:
the structure of the table according to your process;
formulas for percentages, averages, and conversions;
indicators for registrations, cancellations, repeat registrations, advertising, and sources of patients;
a convenient layout for daily use;
… if needed — basic formatting so that the table is easy to read and not chaotic.
If you already have an example of a table for reference, I can quickly pick up the task and assemble everything in the required format.
I am ready to start immediately after a brief clarification of the structure.
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1033 1 0 Good day!
I can help you not just create a table, but properly structure the funnel and metrics so that it can be conveniently used in work.
I work with automation and processing applications, so I understand the logic:
how to calculate conversions
how to track reasons for refusals
how to structure data by leads
…
I will create:
✔️ a convenient table in Google Sheets
✔️ all necessary formulas (conversions, averages, etc.)
✔️ a logical structure so that it is easy for you to analyze
If needed, I can additionally suggest how this can be automated in the future.
I can start immediately after agreeing on the details.
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