U

Sales Funnel

Track and manage your sales funnel stages

1
Top of Funnel (ToFu)

Awareness stage - Attracting potential customers

2
Middle of Funnel (MoFu)

Consideration stage - Nurturing leads & building interest

3
Bottom of Funnel (BoFu)

Decision stage - Converting leads to customers

Customer Cards

Manage and view customer profiles and relationships

4
Cold Bucket

Inactive leads - Re-engagement and recovery

5
Invalid Leads

Non-qualified leads - Data cleanup and validation

Funnel Summary

TOFU

5,500

Visitors

Engagement: 3.8%

MOFU

456

Leads

Conversion: 29.2%

ToFu→MoFu: 3.2 days

BOFU

230

Opportunities

 

MoFu→BoFu: 12.7 days

CUSTOMER

75

Deals Won

 

Cold Bucket

8,500

Inactive Leads

Value: $580k

Invalid Leads

2,115

Invalid Leads

Cleanup: 78

Behavior Triggers Dashboard

Real-time customer behavior monitoring across your funnel

Active Triggers

20

Today's Activations

4709

Top Performer

First-time Visitor

847 activations

Conversion Rate

23.4%

+5.2% from last week

TOFU Triggers

4
First-time Visitor
847
Content Engagement
542
Social Media Click
329
Blog Post Read
256

MOFU Triggers

4
Email Engagement
623
Lead Scoring Alert
412
Demo Request
278
Download Whitepaper
189

BOFU Triggers

4
High-Intent Behavior
234
Pricing Page Views
178
Trial Started
142
Sales Ready Lead
89

Cold Bucket Triggers

4
Inactivity Alert
156
Re-engagement Opportunity
89
High-Value Dormant Lead
67
Win-back Campaign
45

Invalid Lead Triggers

4
Invalid Email Detected
89
Duplicate Lead Alert
67
Spam Pattern Match
45
Data Quality Issue
32