salesfunnel.adoc

A sales funnel model

This Gist is about analysing and visualizing the different paths of leads through the different stages of a sales funnel. There are lots of different models for sales funnels, this is one example

The setup

In this setup, for each path there is statistics to be stored for e.g. the frequency of occurence. Relationship typs are used to distinguish between paths touching the same stages.

CREATE (s:Stage{name:'Suspect'})
CREATE (mql:Stage{name:'Marketing Qualified Lead'})
CREATE (ssc:Stage{name:'Self-Serve Customer'})
CREATE (ec:Stage{name:'Existing Customer'})
CREATE (ecno:Stage{name:'Existing Customer-No Opportunity'})
CREATE (sql:Stage{name:'Sales Qualified Lead'})
CREATE (nc:Stage{name:'No change'})
CREATE (r:Stage{name:'Recycled'})
CREATE (ro:Stage{name:'Reached Out'})
CREATE (dbd:Stage{name:'Disqualified Bad Data'})
CREATE (e:Stage{name:'Engaged'})
CREATE (sdr:Stage{name:'New SDR Lead'})

CREATE (:Path{name:'P1', count:159})-[:NEXT_P1]->(s)-[:NEXT_P1]->(mql)-[:NEXT_P1]->(ssc)
CREATE (:Path{name:'P2', count:4})-[:NEXT_P2]->(s)-[:NEXT_P2]->(ssc)
CREATE (:Path{name:'P3', count:9})-[:NEXT_P3]->(mql)-[:NEXT_P3]->(ec)-[:NEXT_P3]->(ecno)

What are the different paths through my sales funnel?

To find out the different paths through the sales funnel, the following query can be used.

MATCH p=(startStage:Path)-[r]-()-[rels*0..]->(endStage)
WHERE ALL(rel in rels WHERE type(rel) = type(r))
WITH startStage, type(r) as type, max(length(p)) as max, collect(p) as paths
RETURN startStage, type, head([p in paths WHERE length(p) = max]) as longest_path