Pipeline metrics and the Deal Velocity funnel
Where to see new leads, qualified, won, close rate, churn and net-new MRR.
Pipeline health is summarized in two places.
- The Pipeline board itself shows stage counts and values at the top of each column.
- The Admin → Clients dashboard embeds a Deal Velocity funnel: new leads → qualified → won, with close rate, churn and net-new MRR for the period.
The Admin dashboard requires the Admin role. If you're an Admin and the funnel looks empty, check that leads are actually being moved through stages rather than created straight into Deal Won, since the funnel is built from stage transitions.
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