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 (demo requests, inbound leads/meetings, revenue) vs plan — not the 2026-created cohort. Current-month actuals are live; 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 ◿ Monthly · 22 Jul
2026-created contacts. Left = year-to-date funnel totals (live). Right = conversion by contact create-month — a monthly snapshot (as of 22 Jul).
Funnel snapshot year to date ·
Conversion rates month over month
Time to convert · mean days between stages · ◿ Monthly · 22 Jul
2026-created contacts cohort — monthly snapshot (currently 22 Jul).
Breakdowns ◿ Monthly · 22 Jul
By source, company size, etc. — 2026-created contacts, refreshed monthly (currently 22 Jul). New & MQL columns are the monthly 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 ◿ Monthly · 22 Jul
2026-created contacts by industry & audience size — monthly snapshot (currently 22 Jul).
Analysis: opportunities & risks ·