Sales Pipeline Analysis

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Sales Funnel Analysis — an interactive preview with demo data. Click the prompts and watch the dashboard respond like the product.

Uniqore · Sales Funnel Analysisdemo data

Sales Funnel Analysis

running

Source: HubSpot · pipeline “Sales” · last 90 days · updated just now

≈ $0 / month leaking

Biggest drop: Presentation → Invoice (−58% of deals) plus slow first replies. This is the money sitting in your funnel.

4.1%

Lead-to-paid conversion

▼ −0.6 pp

184

Deals lost in 90 days

▲ +12%

$19,000

Stuck in stalled deals

63 deals idle >14 days

3h 40m

Median first reply to a lead

▲ worse than 30 min norm

Conversion by stage

How many deals reach each stage — and where they break.

New lead

1,240 · 100%

In progress

880 · 71%

Quote sent

534 · 43%

Presentation

389 · 31%

Invoice

163 · 13%

Paid

51 · 4.1%

▼ Main loss: Presentation → Invoice — 226 deals gone (−58%). Most of your money gets stuck right here.

✓ Source block added Add conversion by lead source Added “Conversion by lead source.” Referrals convert at 9.1% and cost almost nothing; cold calls convert at 1.4%. Moving budget toward referrals is the clearest next move. Why the drop at Invoice? At Presentation → Invoice you lose 58% of deals. The data shows too few touches (1–2 instead of 5–7) and slow first replies (median 3h 40m). Reviving the 63 stalled deals worth $19,000 is your fastest win. Send me a summary every Monday Done — every Monday you will get a fresh picture of the funnel for the week.

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The cause, in your data

Not generic advice. A finding you can trace back to the underlying numbers, deals, conversations, or files.

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Connect the minimum useful data

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