The Funnel Boost functionality has two applications. First, it offers the possibility to add up the individual questions in the questionnaire in a second way. For example, a questionnaire on team effectiveness could ask about the strategy, management style, collaboration in the team, and so on. Then with the Funnel Boost, it is possible to group these questions a second time to get a separate score on all the questions about people, about processes, and about technology.
The second - and more important - application of the Funnel Boost is to group questions that say something about a piece of follow-on work that might be needed after the assessment has been done. E.g., if a respondent does not score well on questions about leadership, it might be wise to suggest the respondent follows a leadership training. Add an approximate cost per respondent to follow leadership training and the sales funnel of follow-on work starts to grow.
To get to the Funnel Boost screen, click on the tile or click in the navigation bar:
Get It Done > Funnel Boost
The screen, below, shows for every item - as defined in the template - which respondents score low enough to qualify for a certain follow-on product or service. The resulting revenue is calculated per type of follow-on work with a totaled amount in the top row. You can click on the column headers to sort the respondents for further segmentation.
If the Funnel Boost has been activated in Manage Assessments > Dashboards, you can see the underlying scores per respondent in Analyze > Actual Situation > Graph. The Grid Map (image below) now shows additional columns on the right (indicated in red). Every respondent that scores orange or red qualifies for the follow-on product or service. E.g., respondent Rick (top row) would qualify to attend a strategy workshop and should get training on developing a communication strategy.