Funnel snapshot — ● Live
New, MQL & Meetings = contacts created in 2026, counted live from HubSpot. Opportunities & Deals = their matched Salesforce opportunities, live.
Month-to-date vs target · current month · ● Live
Current-month activity vs the NSM plan — all contacts, not the 2026-created cohort. Demo Requests, Inbound Leads & Revenue are live; Inbound Meetings & Total Meetings are the NSM / Salesforce figure, refreshed weekly (tagged below). Targets & YTD are the fixed plan.
Current-month actuals are month-to-date; targets are the full-month reforecast. The marker shows time-elapsed pace. Green = ahead of pace, orange = behind. YTD line covers completed months.
Conversion funnel ◿ As of 22 Jul
2026-created contacts. Left = year-to-date funnel totals (live). Right = conversion by contact create-month — as of 22 Jul (refreshed weekly).
Funnel snapshot year to date ·
Conversion rates month over month
Time to convert · mean days between stages · ◿ As of 22 Jul
2026-created contacts cohort — as of 22 Jul (refreshed weekly).
Breakdowns ◿ As of 22 Jul
By source, company size, etc. — 2026-created contacts, as of 22 Jul (refreshed weekly).New & MQL columns are the weekly-refreshed cohort; Opportunity/Deal columns come from live attribution.
Open pipeline & forecast (H2 2026) ● Live
Salesforce New-Business, marketing-sourced opportunities & win rates — live. These are opportunity figures, not contact-cohort counts.
Industry & audience ◿ As of 22 Jul
2026-created contacts by industry & audience size — as of 22 Jul (refreshed weekly).
Analysis: opportunities & risks ·