The Funnel dashboard is the analytical view of your sales pipeline. It shows how many leads are in each stage, how much each stage converts and where leads drop off, which helps you find bottlenecks and opportunities.
Available on: All plans.
Who can do it: Admin or Manager with view permission for the Dashboards module.
What the dashboard shows
The dashboard analyzes the pipeline of a selected Smart Funnel. It brings together:
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Summary cards: Total leads, Total won, Total lost, Total open and Average handoff time
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Funnel flow: how leads move through the stages, showing where there's leakage
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Details by stage (table): the numbers for each stage
For each stage, the main metrics are:
| Metric | What it shows |
|---|---|
| Total leads | Number in the stage |
| Conversion rate | % that moved to the next one |
| Drop-off rate | % that left without moving forward |
| Average time | How long they stay in the stage |
How to spot bottlenecks
| Signal | Meaning | Action |
|---|---|---|
| Many leads stuck in the 1st stage | Insufficient qualification | Review criteria and campaigns |
| High drop-off in the middle | Misaligned offer or weak follow-up | Adjust the agent's script |
| Few leads at the bottom | Insufficient volume or qualification | Run more campaigns or refine your ICP |
| Very high average time | Stalled process | Automate with smart follow-up |
Recommended actions
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Empty funnel: launch new campaigns
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Leads piling up in a stage: set up smart follow-up
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Leads stuck for 14+ days: re-engagement campaign from the funnel