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Funnels

Sales Funnel Metrics That Actually Matter

Conversion rate is only meaningful when the conversion event is connected to a downstream business outcome.

CRMAutomationAgency operations
Practical standardDesign the process first.

Then choose the software that supports it with the least friction.

Top of funnel

  • Qualified traffic
  • Landing-page conversion rate
  • Cost per lead when paid traffic is involved

Middle of funnel

  • Contact rate
  • Booking rate
  • Show rate
  • Qualification rate

Bottom of funnel

  • Proposal rate
  • Win rate
  • Revenue per lead
  • Sales-cycle length

Segment by source

A blended funnel can hide major differences between search, referrals, paid campaigns and reactivation.

Use cohorts

Compare similar time windows and lead sources rather than mixing immature leads with fully worked opportunities.

Choose software

Compare software against this workflow rather than choosing from a feature list alone.