Sales Funnel | Mid-Funnel Conversion & Deal Progression

Vantage Analytics • Q3 2024 • Week of Dec 16

Q3 Closed-Won
$7.2M
↗ 12% vs Q2
Deal Slippage Rate
26.1%
Above threshold
Avg Stage Cycle
18.4d
↗ 2.1d vs target
Forecast Accuracy
68%
↘ 13pts 6wk trend
Pipeline Coverage
4.2×
↗ 0.3× vs last Q
Multi-Thread Score
6.8
↗ 0.4 contacts/deal

Stage-to-Stage Conversion by Segment

Stage Cycle Time Distribution (Days)

Rep Stage Performance

REP NEGOTIATE→CLOSE
Rep A 74%
Rep C 68%
Rep F 61%
Rep H 31%
Rep H coaching flag: 27 pts below team avg (58%)

Deal Stage Flow — Last 90 Days

Qualified 218 $38.4M Demo 164 $29.1M Proposal 97 $19.8M Negotiate 58 $12.3M Closed 34 75% 59% 60% 59%

Slippage Rate by Close-Date Cohort

Competitive Loss by Stage & Competitor

Demo Stage 41 losses
Databridge 41%
Syncora 24%
Nexus ETL 18%
Proposal Stage 28 losses
Databridge 39%
Syncora 32%

Stage Entry Volume

Avg Deal Size by Stage

Qualified $176K
Demo $178K
Proposal $204K
Negotiate $212K
Closed-Won $211K
↗ 19% lift from Qualified to Close

Pipeline Health Index

Stage Mix Balance 8.2/10
Velocity Score 6.4/10
Engagement Depth 7.9/10
Composite Health: 7.5/10
Above target; velocity needs attention

Deal-Level Risk Register

Account Name Stage Days in Stage Deal Size Risk Factors Multi-Thread Action
Horizon Financial Proposal 34d $420K No exec contact Stalled 2wk 3 Escalate
Apex Logistics Negotiate 12d $285K Pricing concern 7 Review
TechCore Systems Demo 41d $198K Champion left Databridge eval 2 Rescue
Meridian Health Negotiate 8d $510K Legal review 9 Monitor
Vertex Retail Proposal 29d $340K Budget TBD Q4 only 5 Qualify
NovaTech Industries Negotiate 6d $275K On track 8 Monitor
Global Energy Co Proposal 22d $685K Competitor eval 6 Compete
Sierra Manufacturing Demo 38d $155K No follow-up 2 Rescue