Analytics
One source of truth
Every dashboard below is computed from the same records — sales, floor, ledger and people reconcile by construction.
Pipeline
Funnel — trailing 12 months
Stage counts with conversion from the previous stage
Leads926
MQL36740% of prev.
SQL17648% of prev.
Opportunity7442% of prev.
Closed won2331% of prev.
77 leads/mo · MQL→SQL 48% · blended CAC $67K
Pipeline by stage
$8.75M open · $6.3M weighted
Pipeline by owner
Open vs confidence-weighted value per rep
Projected closed deals
Deal value vs confidence — bubble size is weighted value
Negotiation / verbalEarlier stages
Win rate31%▴ 4ptAvg deal size$486K▴ 6%Open deals18Weighted pipeline$6.3M▴ 8%
Marketing performance
Leads by source — T12
Volume with conversion-to-MQL by channel
Website converts 12%Trade shows converts 34%LinkedIn converts 9%
Lead volume trend
Monthly leads, stacked by source
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