Sales funnel tracker for financial advisors, property agents and sales reps
27 appointments. 9 deals. Where did 18 go?
Everyone loses deals between the first appointment and the signature. The funnel shows you the step where yours go, from what you already log.
Biggest leak: Opening to Closing at 58%
Meetings are not progressing to closing. Surface needs earlier and ask for the next step.
Six moments
Your month, step by step
01Every time you log
Your ratios, without the spreadsheet
The appointments, meetings and deals you already log are the funnel. Nothing new to type and no spreadsheet to keep.
- Nothing new to type
- Four steps, from appointment to deal
- Counts update as soon as you log
- Set6
- Opening5
- Closing2
- Closed1
Set to Closed17%
02Monday morning
Your own conversion rate at every step
Appointments to first meetings, first meetings to closings, closings to signed deals: each one is worked out for you, with the whole trip from appointment to deal as one number.
- A rate for each step, plus appointment to deal
- Deals closed, next to appointments set
- Switch between week, month and quarter
Set to Closed
33%
up 4 ptsDeals closed
9
from 27 sets
- Set to Openingup 7 pts70%
- Opening to Closingdown 9 pts58%
- Closing to Closedup 12 pts82%
03When a month feels busy but thin
Find your weak spot. Fix just that.
The funnel shows the step with the lowest rate, with one line on what usually fixes it. You'll know if the problem is getting the meeting or moving it forward.
- The weakest step, named
- One line on what usually fixes it
- Ignores a step with too little to go on
- Set27
- Opening19
- Closing11
- Closed9
- Set to Opening70%
- Opening to Closing58%
- Closing to Closed82%
Biggest leak: Opening to Closing at 58%
Meetings are not progressing to closing. Surface needs earlier and ask for the next step.
04Mid-month
Better or worse than last month, as it happens
Every rate carries a small up or down against the period before. A dip shows up in week two, while you can still do something about it.
- Up or down, in points
- Against the week, month or quarter before
- The same view on your phone and your laptop
- Set to Openingup 6 pts69%
- Opening to Closingdown 23 pts44%
- Closing to Closedup 5 pts75%
- Set to Closeddown 6 pts23%
05Month end
What this month's deals are worth
Log a deal with its value and the funnel adds up the month for you, beside the number of deals that made it.
- The month's deal value, totalled
- Deals closed from appointments set
- For the week, month or quarter you pick
Deals closed
9
from 27 sets
Deal value
$61,700
of deals closed
06Friday afternoon
A coaching note on your week, without the meeting
Tap Funnel check in the assistant. It reads this week's rates, puts them beside last week's and names the one step to work on.
- Tap Funnel check
- It uses only your numbers
- One thing to try next week
And the rest
And the small stuff, handled
Find your weak step this week
Log your next appointment and the funnel starts counting.