Sell
Take the deals that entered in a period and follow their path: who moved on, who is still in progress, who dropped off. Click a number to open the deals themselves.
Available on the free Deals plan, 100 transactions per month
The manager knows the overall conversion rate but not which stage deals stall at — or whether it’s the rep, the source or the stage itself.
The funnel report is assembled from an export: deals for the quarter, statuses as of today. The export says nothing about how many days a deal spent at each stage.
Comparing this quarter with the last one is a separate spreadsheet. By the time it’s ready, the reps are already working under different rules.
Deals that entered during the period are tracked up to today: at every stage you see how many moved on, how many are still in progress, how many dropped off. A young cohort is flagged separately so “still in progress” isn’t read as a loss.
For each pair of stages — conversion as “moved on out of those who reached it”, average days at the stage, and the amount of deals sitting there now. Two numbers reveal the bottleneck: low conversion and many days.
By pipeline, owner, team, inquiry source. The “compare with” switch puts another period alongside — and you see what changed after new rules or a new rep.
Click “still here” or “moved on” to open the list of exactly those deals. No need to double-check the report against an export: the report is the list.
For example, “Project sales”, deals that entered this quarter. Filter by rep, team or source if needed.
Pipeline report
The cohort is young: the oldest inquiry is 69.7 days old, the youngest is 1.9 days. The bottom of the funnel is not yet complete, so “still on the way” is shown separately from “did not proceed”.
9 %
43
6
| Stage | Path of 11 inquiries | Still here | Amount | Avg. days | Moved on | Conversion |
|---|---|---|---|---|---|---|
| Request | 4 | 2,050,000 ₴ | 6.3 days | 7 of 11 | 64 % | |
| Qualification | 0 | 240,000 ₴ | 6.5 days | 6 of 7 | 86 % | |
| Survey and estimate | 0 | 8 days | 5 of 6 | 83 % | ||
| Quote sent | 0 | 9.2 days | 2 of 5 | 40 % | ||
| Approval and contract | 1 | 265,000 ₴ | 13.4 days | 1 of 2 | 50 % | |
| Contract signed | 1 | 356,000 ₴ | 26.7 days | 0 of 1 | reached 1 | |
| Total of 11 inquiries | 6 | 2,911,000 ₴ | 1 of 11 | 9 % |
How many reached the last stage, how many days it took on average, and how many deals from the cohort are still open — with their amount.
The stage where conversion drops and days go up. For example, “Quote sent”: 40% and nine days — deals are waiting for an answer and nobody is calling.
Click a number to get the list of deals at that stage. Then: a task for the rep, an automation rule for “deal with no activity”, or a change to the stage gate.
The report counts movement between stages of one pipeline; there is no end-to-end path across several pipelines. Forecast and target vs. actual by rep are separate reports in Reports. Loss reasons are not grouped here — they live in the conversion report and on the deal card.
All deals that entered the pipeline during the chosen period, for example a quarter. The report tracks exactly those deals up to today, so conversion isn’t skewed by deals that came in later.
Because for a young cohort the bottom of the pipeline isn’t filled yet: a deal that came in a week ago hasn’t had time to reach the contract. The report warns about this and doesn’t count it as lost.
Yes, by filtering on owner, team or inquiry source. The “compare with” switch puts another period alongside for the same filter.
A typical report shows how many deals sit at each stage right now. Here you see the path: how many moved on, how many days it took and what happened to the rest — and every number opens the deals it is made of.
The funnel report is included in the free Deals plan. Viewing the report doesn’t count as a transaction.
Bring over a quarter’s worth of deals — and the funnel report will show which stage they stall at and how many days they sit there. Free, no card required.
On the Deals plan — together with pipelines, gates and the board.