Lead Funnel
Total Leads
All assigned
MQLs
Meetings Booked
— of MQLs
Opportunities
— of meetings
Closed Won
— win rate
Individual — Funnel Breakdown (Last 7 Days)
Lead Processing
Recent Leads
Opportunities
Opportunity Processing
Conversion & Deal Metrics
Stage Distribution — Open Pipeline
No pipeline data
To Be Added In The Nearest Future:
📞
Discovery Calls — Scheduled, completed, and completion rate from SF Event records.
Lead Speed Score (Age in Stage) — Average days a lead spends in each stage, highlighting bottlenecks.
🌡
Lead Temperature — Cold / Warm / Hot breakdown based on DS Score.
📧
Outreach Activity — Call volume, email volume and response rates per rep.
Sales Cycle Length — Avg days from opportunity creation to Closed Won, segmented by deal type and rep.