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Analytics

Analytics

Performance Analytics for win rate, deal size, time to close, conversion funnel, sources, and campaign results.

Performance Analytics overview with KPIs and charts

Key views

  1. Conversion Funnel

    See how many leads move between stages and the conversion % from the previous stage.

    Conversion funnel chart
  2. Lead scores

    Review score distribution to prioritize high-intent outreach.

    Lead scores analytics
  3. Win rate by score

    Compare win rates across score bands to validate your scoring model.

    Win rate by score chart

Tips

  • Source and deal value on leads make Win Rate by Source and Avg Deal Size meaningful.
  • Use funnel drop-offs to decide where Proposal Follow-up workflows should fire.

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