Customer Journey & Funnel Optimization

Visitor → Closed-Won Rate
1.24%
+0.18pp QoQ
Median Cycle Time
67 days
-8 days vs prior Q
Pipeline Efficiency
0.23
+0.02 vs prior Q
MQL → SQL Rate
38.2%
+3.1pp QoQ
Time-to-First-Value
11.4 days
-2.8 days QoQ
Deal Slip Rate
22.1%
+4.2pp vs prior Q

Funnel Stage Conversion

Stage Velocity Distribution

Conversion Rate Trend by Stage

Journey Path Flow (Sankey)

Organic (320) Paid (180) Social (160) Referral (130) Direct (110) Blog (245) Demo (210) Webinar (180) Trial (125) Closed-Won (225) Closed-Lost (340) Stalled (135) Blog→Webinar→Demo→Won (68) Paid→Demo→Lost 62%

Win Rate by Journey Path

Post-Sale NPS by Journey Path

Onboarding Completion Funnel

Time-to-First-Value

Pipeline Deal Detail

Deal Name Account Source Path Stage Days in Stage Forecast Amount Expected Close Slip Count Onboarding Risk
Pinnacle Health Enterprise Blog→Webinar→Demo Negotiation 8 Commit $245K Feb 15 Low
Summit Medical Mid-Market Referral→Demo Technical Val 12 Best Case $128K Feb 28 1 Medium
Cascade Clinic SMB Paid→Demo Proposal 22 Pipeline $34K Mar 10 2 High
Ridgeline Labs Enterprise Organic→Trial→Sales Negotiation 5 Commit $310K Feb 10 Low
Valley Care Mid-Market Cold→Demo Stalled 31 Pipeline $87K Overdue 3 High
Atlas Health Enterprise Webinar→Demo Technical Val 9 Upside $198K Mar 5 Low
Beacon Diagnostics Mid-Market Blog→Demo Proposal 15 Best Case $112K Feb 22 1 Medium
Crest Wellness SMB Paid→Trial Stalled 28 Pipeline $28K Overdue 2 High
Horizon Rx Enterprise Referral→Demo Negotiation 3 Commit $275K Feb 8 Low
Nexus Health Mid-Market Organic→Webinar→Demo Technical Val 18 Best Case $95K Mar 1 1 Medium
Prism Medical SMB Paid→Demo Proposal 11 Pipeline $41K Mar 15 Medium
Quartz Labs Enterprise Blog→Webinar→Demo Negotiation 6 Commit $188K Feb 12 Low
Sierra Health Mid-Market Content→Trial→Sales Technical Val 14 Upside $73K Feb 25 Low
Tidal Genomics Enterprise Partner→Demo Negotiation 4 Commit $420K Feb 7 Low

Deal Slip Rate Trend

MQL Source Quality Score

Forecast Accuracy