Two sections on Home ↗ show development rather than today's state: Weekly trends · Last 4 weeks and the two overviews Discovery pipeline and Deal pipeline.
Contents
Weekly trends
Four tiles, each with a large number for the current calendar week and four bars for the past four weeks:
- Leads / week - newly created leads.
- Meetings / week - leads that moved to Discovery scheduled.
- Deals / week - newly created deals.
- Revenue / week - value of the deals that moved to Won.
Below the large number sits the change, for example +50% vs. prev. week.
Three things that matter here
- These are calendar weeks, not rolling seven-day windows. Each starts on Monday. The last bar is the current week and is therefore naturally lower on a Tuesday than the finished weeks before it.
- The comparison is always against the previous week, not against the average.
- If the previous week was empty, it shows No data yet. Comparing against zero gives no meaningful percentage.
Every single bar is clickable and shows the records for exactly that calendar week. If a week looks unexpectedly high or low, click the bar.
Discovery pipeline
Shows your open leads by stage, with a count and a value per stage. The header carries the total as {count} leads · {value} pipeline value.
Listed are the five open stages: Qualify, Set discovery, Discovery scheduled, Discovery failed and Discovery done. Lead lost is deliberately absent - lost leads are no longer inventory and would inflate the pipeline value.
Discovery failed carries an extra hot marker and is highlighted. A failed meeting is not a lost contact, it is the one most quickly rescued - which is why it stands out.
A click on a stage opens the list for that stage. Drilldown → at the top right leads into All leads ↗.
Deal pipeline
Shows your deals by stage: Send offer, Closing, Won and Lost.
One difference matters: Won and Lost carry a 30d marker and count the past 30 days only. The two open stages count your entire inventory. The reason is simple: closed deals would otherwise pile up over months and make the overview unreadable.
The number in the header refers to the open deals and their value.
What you read from it
- Many leads in Qualify, few in Discovery scheduled - contacts come in, but no meetings happen.
- Many in Send offer, little Revenue / week - offers are sitting there, the follow-up is missing.
- Meetings / week rising, Deals / week flat - nothing is being made of the conversations after the meeting.