Analytics & Reporting

Optimize every stage
of your funnel

Where are deals getting stuck? Which stages have the highest drop-off? Pipeline analytics gives you the x-ray vision to see exactly where revenue is leaking and how to fix it.

Pipeline Funnel — Last 90 Days
New Lead
1,000 deals
45% conversion · avg 3.2 days
Qualified450 deals
44% conversion · avg 7.1 days
Proposal200 deals
⚠ 44% conversion · avg 14.8 days — bottleneck detected
Negotiation89 deals
63% conversion · avg 6.2 days
Won56 deals
Overall win rate: 5.6%Total pipeline value: $1.2M

Pipeline health, live

Revenue this month, deal pipeline health and the lead conversion funnel on the CRM dashboard.

One dashboard for revenue, deals and leads.

Diagnose before you prescribe

Four analytical lenses that reveal exactly what's happening inside your pipeline.

Deal Flow Visualization

See exactly how many deals enter, advance, stall, or exit each stage per week and month.

Bottleneck Detection

Automatically flags stages with below-average conversion rates or above-average dwell time so you know where to focus.

Velocity Metrics

Track average time spent in each stage and overall sales cycle length. Identify which deals close fastest and why.

Stage-by-Stage Analysis

Drill into any stage to see which reps, deal sizes, or industries convert at higher rates — and replicate what works.

Fix what's broken, scale what works

Pipeline analytics gives you surgical precision — not just a gut feel.

Find
& Fix Bottlenecks

Stop losing deals at the proposal stage because no one reviewed the numbers. Pipeline analytics shows exactly where to intervene.

47%
Faster Deal Velocity

Teams that track stage velocity cut average sales cycle time by nearly half within the first quarter of systematic improvement.

Data-Backed
Pipeline Management

Replace "which deals are you working on?" with "your proposal-to-negotiation rate dropped 8% — here's what changed."

What does pipeline analytics show?

Deals by stage, conversion from lead to won, average deal size and how long deals sit in each stage, from the pipeline you run in ClientForge.

Can I see where deals stall?

Yes. Stage-age and conversion-by-stage views show which step loses the most deals and which owner’s deals move fastest.

Is this included on Free?

The pipeline dashboard is included with ClientForge on every plan, including Free. Forecasting and AI insights on top of it are Business features.

Run your business from one place.

Five plans, seventeen launch apps, one dashboard. Set up in under 5 minutes — change tiers any time.

From $0 · Basic $9.95/mo · Save 20% on annual billing · Upgrade or downgrade any time