Funnel position
Add a lead
One row per lead, from first contact onwardsFilters
Applied to every screen, the report and the CSVLead register
No leads yet. Add one on the left, or load the sample funnel from the Settings tab.
Headline figures
Funnel by stage
Where every lead currently sits, first stage at the topLeads by source
Where the leads come from — not yet whether they convertLeads received per month
Volume in, by the date each lead was receivedConversion by source
Won as a share of closed leads — sources with no closed leads are left outSource summary
Volume, outcome and recorded cost, source by sourceStale and overdue leads
Open leads with no live next action — chase or close themSettings
Currency, dates and the rules this tool appliesReport header
Appears on the printed reportYour data
Stays on this computerRecords and settings are stored in this browser only. Use Export .json for a backup you can archive or move to another machine, and Import .json to restore it. Reset asks twice, then erases everything.