Convert
Results dashboard
Every number below is computed from the shared demo store - the same leads, timelines, notifications, and tasks the CRM uses. Simulated demo data only: no message, call, or notification ever leaves this browser. Opens and clicks are shown as secondary diagnostics, never as conversion outcomes.
Scenario - the dashboard recomputes on every change
Filters
Showing 4 of 4 leads in the demo store.
Conversion funnel
Each rate is stage ÷ previous stage, with the denominator printed next to it.
- Imported4Top of funnel · 4 leads
Every lead in the store - CSV imports plus live event capture.
- Valid4100% of 4 Imported
Has at least one well-formed contact path (email or phone).
- Prioritized4100% of 4 Valid
Valid and scored into a segment - not held in Needs Review.
- Enrolled4100% of 4 Prioritized
In a follow-up sequence or playbook (enrolled or paused).
- Contacted250% of 4 Enrolled
At least one simulated outbound send recorded on the timeline.
- Replied150% of 2 Contacted
An inbound reply was received on any channel.
- Positive Reply1100% of 1 Replied
Reply classified Hot, Warm, or a buying question. Opt-outs never count.
- Human Follow-up1100% of 1 Positive Reply
A person was notified or given a task for this lead.
- Meeting Booked00% of 1 Human Follow-up
A consultation is on the calendar (simulated).
- Opportunity00% of 0 Meeting Booked
Booked meeting with a named owner accountable for the outcome.
KPIs - click any card for the leads behind it
Needs Attention (2)
Work queued for a person. Every row states why it is here and links to the record.
- Open in CRM
Jordan Ellis - Warm leads awaiting human follow-up
Replied, but no human has picked it up.
- Open in CRM
Nia Barrett - Unknown permission
No documented email or SMS permission on record.