Lead funnel
Each lead's stage is the deeper of two independent readings —
Current_Status and Demo_Status — whichever field shows more
progress wins. A drop at any point splits into leads that explicitly said no
(lost) and leads nobody said no to, who just went quiet
(stalled). Stalled is the working list.
Compare metrics over time
Each line is a funnel band's count, bucketed by the Created_Time of the leads in it — the same cohort-at-that-point-in-time scoping used everywhere else on this dashboard, evaluated at today's depth. Scoped by the Lead owner filter above; independent of the Month / Custom range filter, which has its own period picker below instead. In Conversion % mode, each line is a stage-to-stage rate for that period's cohort, computed the same way the Funnel tab's "% of previous" is.
Metrics (color + axis)
Stage transitions
Granularity
Periods
* = period still in progress (bucketed so far, not yet complete) — shown with a dashed line segment.
Lead source × funnel stage
For each source, how many of its leads reach each cumulative stage (depth ≥ that band's threshold), and what share of that source's own leads that is. Respects the Month / Custom range and Lead owner filters above, same as the Funnel tab.
Follow-up tracking
Only leads that are still active — not Lost (terminal: Not Interested, Invalid Ph. No., No Requirement, Demo No-Show/Declined, etc.) and not yet Ordered (Won) — so this is the stalled, working population, not resolved leads either way. Scoped by the Lead owner filter above; not scoped by Month / Custom range, since these charts are already time-bucketed on their own follow-up date fields. Weeks run Sunday–Saturday. Follow Up (Future) also includes the current week and the 2 weeks before it as muted backlog bars (marked *) so already-due leads are visible alongside the upcoming pipeline, not just what's still ahead.
Follow Ups (1st Touch) by Week
Follow Ups (2nd Touch) by Week
Follow Ups (3rd Touch) by Week
Follow Up (Future)
Row shaded like this: a follow-up date rule is broken — Follow Up Date should be today or later (blank only allowed once a lead is closed), Follow Up 1/2/3 Date should be today or earlier and should never be blank.