Funnel Digest

command

Produce a cross-funnel conversion and revenue digest.

Download .md

Funnel Digest

Analyze your sales pipeline to identify conversion bottlenecks and revenue opportunities across all stages.

Inputs

  • Start Date — beginning of analysis period (YYYY-MM-DD format); default: 90 days ago
  • End Date — end of analysis period (YYYY-MM-DD format); default: today
  • Funnel Stages — comma-separated list of CRM opportunity stages to analyze; default: lead, opportunity, proposal, won
  • Minimum Deal Size — filter deals below this USD amount; default: $0 (include all)
  • Focus Areas — optional priority areas (conversion rates, revenue impact, velocity); default: all three

Steps

  1. Extract lead volume and source attribution for the date range from your CRM.
  2. Calculate conversion rates between each sequential stage in {Funnel Stages}.
  3. Identify top revenue drivers by stage, filtering by {Minimum Deal Size}.
  4. Measure average cycle time from lead to close and stage-to-stage velocity.
  5. Compare this period's metrics against the prior 90 days to identify trends and anomalies.
  6. Flag underperforming stages where conversion rates fall below 40% or velocity exceeds 60 days.
  7. Summarize findings with 2–3 prioritized recommendations for accelerating pipeline movement.

Constraints

  • Restrict analysis to organizations where you have CRM read access.
  • If {Minimum Deal Size} filters out 80%+ of deals, lower threshold to maintain statistical relevance.
  • Report conversion rates as percentages rounded to 1 decimal place.

Done when: You produce a written digest with conversion rates by stage, identified bottlenecks, and 2–3 ranked recommendations for improving funnel velocity.