RevOps Dashboard
Butterfly funnel with cohort trends
Key highlights
Full funnel visibility
Track per-stage conversion rates alongside advanced, pending, and dropped deal splits to identify process bottlenecks.
Cohort trend analysis
Analyze how different lead groups progress over time to measure the long-term impact of marketing and sales efforts.
Loss and channel insights
Categorize closed-lost reasons and evaluate source performance to optimize resource allocation and improve win rates.
About this template
This dashboard provides a comprehensive view of your butterfly funnel, tracking lead and deal performance across every lifecycle stage. It enables you to monitor cohort conversion rates, identify where deals stall, and evaluate lead quality by acquisition channel.