Dashboard/Funnel Analytics

Overview

Funnel Analytics

Track conversion through every stage of your sales pipeline

Pipeline Funnel

Stage-by-stage conversion with drop-off

Overall conversion

7%

Leads892 leads
892
Qualified556 leads
62% conv336
556
Discovery357 leads
64% conv199
357
Proposal179 leads
50% conv178
179
Negotiation87 leads
49% conv92
87
Won62 leads
71% conv25
62

Top of funnel

892

Bottom of funnel

62

Avg drop per stage

166

Funnel health

Conversion rate7%
Velocity (deals/wk)18
Bottleneck stageDiscovery

Top drop-off stages

Lead

336 dropped · 38% loss

336

Qualified

199 dropped · 36% loss

199

Discovery

178 dropped · 50% loss

178

Stage Conversion Rates

+4pp vs Q1

Conversion % by stage from entered to converted

Stage-by-stage drop-off analysis

Entered vs converted vs dropped with avg time

StageEnteredConvertedDroppedConv %Avg time
Lead
89255633662%12d
Qualified
55635719964%8d
Discovery
35717917850%14d
Proposal
179879249%21d
Negotiation
87622571%18d

Funnel insights

AI

Discovery → Proposal drop-off is high

51% of opportunities are lost between Discovery and Proposal. Recommend tighter qualification criteria.

Negotiation stage converts well

71% conversion at Negotiation is above benchmark. Reps are closing effectively once pricing is agreed.

Avg time in Proposal is 21 days

Proposals sitting for 3+ weeks. Implement a 14-day follow-up SLA to accelerate velocity.

Lead → Qualified is healthy

62% conversion at top of funnel. Marketing-driven lead quality has improved 18% this quarter.

Command Palette

Search for a command to run...