osprey

spot the leakiest stage in your sales funnel

the funnel tab shows lead → quote → invoice → paid as four steps with conversion rates between each. the lowest rate is your leak.

3 steps~2 min

1
open the funnel tab
every step is colored by the source module — orange marigold (leads), purple mayhaw (quotes), green pawpaw (invoices).
2
find the lowest conversion rate
if leads → quotes is 80% but quotes → invoices is 20%, the leak is in your quoting — not your lead gen.
3
click the stage to drill in
leads land you in marigold; quotes in mayhaw; invoices in pawpaw. you'll see the actual records you're trying to convert.
tip
fixing the leakiest stage compounds. doubling a 20% conversion rate at quotes lifts the whole funnel more than doubling a 90% rate at leads.

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