Insights Getting started

How do I check my lead pipeline analytics?

The Lead Pipeline section helps you track how leads move through your intake process.

  1. Go to Insights from the sidebar.
  2. Click Lead Pipeline in the section navigation.
  3. Review the lead funnel showing counts at each stage: New, Contacted, Proposal Sent, Converted, and Lost.

The funnel also shows stage timing (how long leads spend at each step), drop-off rates, and identifies your bottleneck stage. This helps you see where leads are getting stuck so you can follow up faster.

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