Funnel & Conversion Analytics
Watch a cohort move from visitor to lead to MQL to SQL to customer, see the conversion rate at every step, and find exactly where the funnel leaks.
Overview
Totals hide the problem. A funnel shows the rate between each stage, so you can see the one step where most people fall out.
Here the funnel runs on the same lifecycle stages your journeys use — subscriber, lead, MQL, SQL, customer, with website visitors added as an optional first step — with conversion and time-in-stage per step, sliced by cohort, source and segment, so you fix the biggest leak first.
Explore Customer Relationship Management →- ✓ Stage-by-stage conversion rates
- ✓ Visitor → lead → MQL → SQL → customer
- ✓ Drop-off (leak) detection
- ✓ Time-in-stage per step
- ✓ Cohort & segment funnels
- ✓ Source & campaign funnels
Everything Funnel Analytics gives you
Stage rates
The conversion rate between every stage, not just the totals at each end.
Leak detection
Surface the single step where the most people drop out, first.
Time in stage
See how long contacts sit at each stage and where they stall.
Cohort funnels
Follow a cohort through the funnel over time, not a blurred average.
Segment compare
Compare funnels by source, segment or campaign to see what converts.
Source funnels
See which channels produce leads that actually make it to won.
Where to look at each step
| Step | What it measures | A typical fix |
|---|---|---|
| Visitor → Lead | Site traffic that converts to a lead | Stronger capture, better offers |
| Lead → MQL | Leads that engage enough to qualify | Sharper nurture and scoring |
| MQL → SQL | Marketing-qualified that sales accepts | Tighter definitions and handoff |
| SQL → Won | Sales-qualified that closes | Better routing, follow-up and enablement |
Live in four steps
Define the funnel
Use your lifecycle stages as the funnel steps.
Track stage moves
Every contact’s stage changes are recorded.
Measure conversion
See the rate and time between each step.
Fix the leak
Act on the biggest drop-off first.
How the agent works with Funnel Analytics
The Flow-Cognition Agent runs a real loop on your data — grounded in your records, governed and logged.
Sense
Reads every contact’s stage history and timing.
Decide
Finds the step with the worst conversion and why.
Act
Surfaces the leak and suggests the fix — governed and logged.
Five-tier model routing · field-level permissions · full audit trail. See the AI layer →
Where teams put it to work
Growth teams
Find and fix the one step costing the most conversions.
Demand gen
See which sources produce leads that actually reach won.
Sales-marketing reviews
A shared funnel gives both teams one view of where leads drop out.
Questions, answered
The conversion rate and time between each stage — visitor, lead, MQL, SQL, customer — not just the counts.
It highlights the step with the worst conversion, so you fix the biggest drop-off first.
Yes. Build funnels by source, segment or campaign to see what converts best.
Yes. It runs on the same lifecycle stages you define in Lifecycle & Handoff, so both teams read one funnel.
How long contacts sit at each stage, so you can spot where they stall.
The payoff
Find the real leak
The worst-converting step is named outright, not buried in an average.
Shorter time to customer
Spot the stages where contacts stall and clear the bottleneck first.
One funnel, both teams
Sales and marketing read the same stages, so reviews debate fixes, not numbers.
Fund what converts
Compare source funnels and back the channels whose leads actually reach won.
See exactly where your funnel leaks
Start free, or get a guided walkthrough — stage-by-stage conversion on the one platform that runs your whole CRM.