Track Sales Pipeline Movement with Actionable Insights

Monitor how prospects move through your sales pipeline, identify bottlenecks, and optimize progression from initial contact to close

Actionable Insights into Lead Progression

Leverage our Franchise Software to get a clear view of how prospects move through your sales pipeline

Sales Stage
Sales Stage Progression

Monitor and compare stage progression from initial contact to close. See exactly how quickly opportunities are moving through each stage of your pipeline

Attrition Rate
Attrition Rate Tracking

Monitor attrition rates at each pipeline stage to quickly see where prospects drop off and identify areas needing improvement

Identify Smooth
Identify Smooth Advancement

Quickly identify where opportunities are moving smoothly through your pipeline to replicate successful patterns

Spot Stalling Leads
Spot Stalling Leads

Quickly identify where prospects are stalling in your pipeline to intervene before opportunities are lost

Clear View of Pipeline Movement

Monitor sales stage progression and attrition rates from initial contact to close

Visual Pipeline
Visual Pipeline Tracking

See exactly where each prospect sits in your sales pipeline at any given time.

Stage Duration
Stage Duration Monitoring

Track how long prospects spend in each stage to identify bottlenecks and inefficiencies.

Real-Time Updates
Real-Time Updates

Monitor progression in real-time to stay on top of your pipeline health and performance.

Initial-Contact

Initial Contact

Arrow-down
Qualified

Qualified

Arrow-down
Proposal

Proposal

Arrow-down
Closed-Won

Closed Won

Flexible Filtering to Pinpoint Bottlenecks

Filter by stage, user, or location to get visibility into bottlenecks or areas needing additional support

Identify Smooth
Filter by Stage

Analyze progression and attrition at specific pipeline stages to understand smooth advancement or drop off.

Identify Smooth
Filter by User

Compare individual team member performance to identify top performers and others who may need coaching.

Identify Smooth
Filter by Location

Focus filtering on specific franchise locations to ensure consistent performance network-wide.

Clear View of Pipeline Movement

Monitor sales stage progression and attrition rates from initial contact to close

Drive Pipeline Section
Follow Ups
Prioritize Follow-Ups

Focus your team's energy on leads that need immediate attention based on progression data

Improve Pipeline
Improve Pipeline Efficiency

Streamline your sales process by identifying and eliminating bottlenecks that slow progression

Maintain Consistent
Maintain Consistent Engagement

Ensure prospects receive timely follow-up at every stage to keep deals moving forward

Time to Fix
Reduce Time to Fix Challenges

By empowering franchise owners, these insights can reduce time to fix sales challenges

Multi-Location Insights for Franchise Organizations

See both lead progression and attrition trends across multiple locations, enabling leadership to compare performance and identify coaching opportunities

Follow Ups
Progression & Attrition Trends

Franchise organizations benefit from seeing both lead progression and attrition trends across multiple locations for comprehensive performance visibility.

Improve Pipeline
Compare Performance

Compare performance across franchise locations to identify best practices and areas for improvement

Qualified
Identify Coaching Opportunities

Quickly identify coaching opportunities where individual locations or team members need additional support to improve pipeline efficiency.

Maintain-Consistent
Standardized Follow-Up Practices

Ensure standardized follow-up practices across franchise locations to maintain consistent pipeline progression and conversion rates.

Flexible Filtering to Pinpoint Bottlenecks

Filter by stage, user, or location to get visibility into bottlenecks or areas needing additional support

Stage Duration
Raw Pipeline Data

Collect comprehensive data at every stage of your sales pipeline automatically.

Visual Pipeline
Actionable Strategies

Transform data into clear strategies that improve pipeline consistency and conversion.

Qualified
Higher Conversions

Drive higher conversions and strengthen overall sales performance across your organization.

Optimize Your Sales Pipeline Today

Turn raw pipeline data into actionable strategies that drive higher conversions and strengthen overall sales performance.

Frequently Asked Questions

Lead Progression tracking monitors how prospects move through your sales pipeline from initial contact to close. It tracks sales stage progression and attrition rates, helping you quickly identify where opportunities are advancing smoothly and where leads may be stalling.

These insights help teams prioritize follow-ups, improve pipeline efficiency, and maintain consistent engagement with prospects. For franchise field coaches and franchise owners, these insights can reduce time to fix sales challenges.

The dashboard allows filtering by stage, user, or location, providing flexible reporting to pinpoint bottlenecks or areas needing additional support. This flexibility helps teams analyze performance at granular levels.

Franchise organizations benefit from seeing both lead progression and attrition trends across multiple locations, enabling leadership to compare performance, identify coaching opportunities, and ensure standardized follow-up practices.

Lead Progression insights turn raw pipeline data into actionable strategies that drive higher conversions and strengthen overall sales performance. By identifying patterns and bottlenecks, you can make informed decisions to optimize your entire sales process.

Yes, the dashboard monitors attrition rates from initial contact to close, showing you exactly where leads drop off in your pipeline. This helps you focus improvement efforts on the stages with the highest attrition.