Introducing the Funnel Progression Tab: Where Revenue Bottlenecks Become Revenue Breakthroughs
Stop wondering why deals stall and start seeing exactly where, when, and why opportunities get stuck. Our powerful Funnel Intelligence Dashboard transforms complex journey data into actionable insights that drive revenue acceleration.
Solve Your Most Critical Revenue Questions—All in One Place
Journey Velocity
- Identify exactly how long opportunities spend in each stage
- Track stage-by-stage efficiency improvements over time
- Pinpoint which journeys are at risk of timeout
- Visualize historical trends to forecast future performance
Campaign & Channel Effectiveness
- Measure which campaigns truly drive funnel progression
- Compare channel performance at each critical conversion point
- Identify declining campaign effectiveness before it impacts revenue
- Optimize marketing spend based on actual funnel impact
Segment Performance Analysis
- Discover which industries move most quickly through your funnel
- Identify your highest-velocity firmographic segments
- Determine which company cohorts need targeted acceleration strategies
- Analyze the impact of specific events on funnel progression
Don’t let revenue opportunities disappear into funnel black holes. With our Funnel Intelligence Dashboard, you’ll transform funnel visibility into revenue predictability.
*Important Note: All filters apply to all widgets as a rule
KPI Metrics
The KPI Metrics for the Progression tab show you top level metrics for your Funnel’s current journey landscape. It lets you know how which Campaign and Events are leading to stage conversion or moving a journey from one stage to a later stage.
- Most Frequent Converting Campaign – given the current set of filters, what is the most commonly occurring campaign for converting events.
- % Journeys Present – given the filter set, what percentage of journeys had the “Most Frequent Converting Campaign” touch occur at some point in the journey.
- Most Frequent Converting Event Type – given the current set of filters, what is the most commonly occurring event type for converting events.
- % Journeys Present – given the filter set, what percentage of journeys had the “Most Frequent Converting Event Type” touch occur at some point in the journey.
Stage Entries Over Time
Transform Your Funnel Analysis with Advanced Heat Map Technology
Discover the hidden patterns in your revenue funnel with our Stage Entries Over Time heat map—a game-changing visualization that reveals the true health of your customer journey at a glance.
This powerful analytics tool empowers revenue leaders to:
- Identify Bottlenecks Instantly: Spot where opportunities are stalling with intuitive color-coded visualizations
- Track Performance Trends: Monitor how effectively your team progresses deals through each stage over time
- Customize Your View: Easily toggle between critical metrics to gain the precise insights you need
- Optimize Resource Allocation: Direct your team’s efforts where they’ll drive the greatest impact
Stop wondering why deals aren’t advancing. Start seeing exactly where and when your funnel needs attention.
With our dynamic heat map visualization, you’re not just tracking funnel metrics—you’re unlocking actionable intelligence that drives revenue acceleration.
- Metrics
- Stage Conversion Rates
- The number of journeys that hit that stage during the date AND successfully advance divided by the total number of journeys hitting this stage
- What percentage of journey progressed to the next stage
- Stage Exit Rates
- The number of journeys that hit that stage during the date range and then ended without advancing to another stage divided by the total number of journeys hitting this stage
- What percentage of journeys ended after hitting this stage and then failing to progress
- Avg Days in Stage
- For journeys that hit this stage, on average how long do they spend in this stage this includes journeys that exit early in this stage, advance to the next stage, or are still active in stage
- Active Journeys
- A count of all active journeys currently in this stage that entered that stage during that date range
- Note this is active journeys in stage and opposed to active journeys that at one point were in this stage
- Stage Starts
- The number of journeys that entered this stage regardless of what happened to these journeys after entering the stage
- Stage Conversion Rates
- Campaign level filters are based off of converting events
Progression Calculator
Turn Revenue Goals into Actionable Funnel Metrics
Introducing the Progression Calculator: Your Revenue Planning Command Center
Setting realistic targets across Marketing, Sales, and RevOps shouldn’t require guesswork. Our Progression Calculator transforms abstract revenue goals into concrete, achievable funnel metrics that align your entire revenue team.
Dual-Powered Planning Capabilities
Stage Entries Calculator
Work backward from your MQA targets to determine exactly how many leads you need at each preceding funnel stage. This powerful tool:
- Visualizes historical conversion rates between critical stages
- Translates high-level goals into daily operational targets
- Provides real-time tracking against organizational objectives
- Eliminates the guesswork from capacity planning
Pipeline Calculator
Transform your marketing pipeline goals into actionable funnel metrics. Simply input your pipeline target and select your pre-opportunity stage to:
- Calculate required journey volume based on historical performance
- Monitor average opportunity size trends over time
- Track progress toward pipeline goals with precision
- Align marketing activities with revenue outcomes
Stop the frustration of missed targets due to misaligned expectations. Start building achievable, data-driven plans that connect marketing activities directly to revenue results.
Unlock the power of predictable revenue planning today.
Filters
| Order | Filter Label | Required | Default Value | Selection |
|---|---|---|---|---|
| 1 | Date Period:Current QuarterCurrent YearCurrent and Previous QuarterCurrent and Previous YearPrevious QuarterPrevious YearPast 60 daysPast 90 daysPast 180 daysPast 365 days | Y | Current and Previous Year | Single |
| 2 | Date Aggregation | Y | Monthly | Single |
| 3 | Funnel Name | Y | Company’s Default Funnel Model | Single |
| 4 | Group by:Campaign TypeChannelEvent TypeProgram | Y | Event Type | Single |
| 5 | Heat Map Metric:Average Days in StageConversion RatesExit RatesJourneysStage Starts | Y | Conversion Rates | Single |
| Progression 1 | Include Backfills | Y | Yes | Toggle |
| Progression 2 | Completions Only – if selected, include early terminations is made inactive | Y | Yes | Toggle |
| Progression 3 | Include Early Terminations | Y | No | Toggle |
| Campaign Filters | N | N/A | Multi-Select | |
| Company Filters | N | N/A | Multi-Select | |
| Opportunity Filters | N | N/A | Multi-Select | |
| Person Filters *Only available if a Person Funnel is selected | N | N/A | Multi-Select |