Lead Tracker & Conversion Funnel

What this tool does

CM8-65 is a working lead register with a conversion funnel on top. You log every lead as it arrives — who it is, where it came from, what it might be worth — and move it through the stages until it is won or lost. The tool counts the funnel, works out your win rate on closed leads, shows which sources actually convert rather than merely produce enquiries, flags the leads that are quietly going stale, and prints a report you can put in front of whoever asks how sales is going.

Everything runs inside this single file. There is no account, no upload and no network request of any kind, so your prospect list — which is commercially sensitive by definition — never leaves the computer you are using.

What counts as a lead

One row is one lead: a specific person or business that has shown some interest, or that you have deliberately approached. Log it the day it arrives, with the source recorded honestly at that moment — a week later nobody remembers whether they came from the advert or the directory listing, and the source analysis is only as good as that first entry.

Resist two temptations. Do not log a whole mailing list as leads — a lead is somebody specific enough to have a next action against. And do not delete lost leads: the lost rows are half of every rate this tool calculates, and the reasons they carry are the cheapest market research you will ever get.

The funnel stages

The stages are deliberately few, and they describe what has happened, not how you feel:

• New — received, nobody has spoken to them yet.
• Contacted — a real first conversation has taken place.
• Qualified — you have established a real need, a budget and a timescale.
• Proposal — a quote or proposal is in their hands.
• Won — they became a customer. Record the date it happened.
• Lost — closed without an order, with a reason. Record the date here too.

The funnel chart is a snapshot of where every lead sits now, not a flow diagram: a lead that went straight from new to won never appears in the middle stages. A funnel that bulges at one stage is telling you where leads get stuck — lots of "contacted" and little "qualified" is a qualifying problem, lots of "proposal" and few wins is a closing or pricing problem.

The tool insists on two pieces of hygiene, because every rate depends on them: a won or lost lead must carry the date it closed, and a lost lead must carry a reason.

Sources and campaigns

The source is the channel the lead arrived through: website, referral, social media, advertising, an event, cold outreach, a marketplace listing, or other. The optional campaign field is a short free-text tag for the specific activity — "spring-checkup", "trade-fair" — so you can filter and export by it when one channel runs several campaigns at once.

Keep the source list honest rather than flattering. If a referral only rang because they later saw an advert, pick the one that actually produced the enquiry. Mixed attribution is a real problem in large companies with tracking software; at this scale, the rule "what made them get in touch" answered honestly is more accurate than any software.

Win rate, honestly calculated

The headline win rate uses closed leads only:

Open leads are not counted, in either direction. Including them — as some dashboards do by dividing wins by all leads — mixes a result with a hope and produces a number that changes meaning every time a new lead arrives. The tile always states how many closed leads the rate stands on, and reads "—" until there is at least one, because a rate with no denominator is not a number.

Treat a rate built on a handful of closed leads as an anecdote. With six closed leads, one different outcome moves the rate by nearly seventeen points. The rate becomes worth quoting when the closed count reaches a few dozen — until then, watch the trend and the reasons lost instead.

Conversion by source

The conversion chart answers the question the leads-by-source donut cannot: not "where do leads come from?" but "where do customers come from?" For each source:

Only that source's closed leads are in the denominator, and a source with no closed leads at all is left off the chart entirely rather than shown at a meaningless zero. Each bar states its basis — "2 won of 3 closed" — so you can see at a glance whether the percentage stands on anything.

Read the donut and this chart together. A source producing a third of your leads and none of your customers is a cost dressed as marketing success; a modest source converting most of what it sends is where the next unit of effort should go. But apply the same small-numbers caution as the win rate: a source at 100 % from one closed lead has proven nothing yet.

Days in pipeline and days to close

Every lead shows its days in pipeline:

For an open lead this is an open-ended measure — it grows by one every day, and that is the point: a qualified lead showing 60 days is asking you a question. For closed leads the count stops at the closed date, which is why the tool requires one.

The average days to close tile uses won leads only:

Lost leads are excluded deliberately: losses often close late (after long silences) or instantly (unqualified on the first call), and mixing them in tells you nothing about how long a sale takes. Use the figure for planning — if the average is 25 days, the leads you receive this month are next month's revenue, not this month's.

Stale leads

Leads rarely die of a decision; they die of neglect. The stale flag exists to catch that early. An open lead is flagged stale when either:

N is the stale threshold on the Settings tab — 14 days by default. A lead whose next action date has slipped past is flagged immediately, whatever its age, because a missed follow-up is the single most common way a warm lead goes cold. The stale table on the Reports tab lists them worst first with the value at risk, so the morning routine can simply be: open the tool, clear the stale list.

The honest response to a stale lead is one of three things: chase it, set a real next action date, or close it as lost with "no response". Leaving it open and untouched only flatters the pipeline value.

What a lead costs

Two cost figures are available, and they answer different questions. The per-lead acquisition cost is what a specific lead cost you, where you know it — a click, a listing fee, a share of an exhibition stand. It is optional, and the source summary totals only what you actually recorded, showing "—" rather than a fake zero where nothing was entered.

The blended cost per lead comes from the optional monthly marketing spend setting:

The average is taken over the months that appear in your register, so a register spanning three months divides one month's spend by a typical month's leads — not by the whole quarter's. It is a rough planning figure that assumes your spend is steady month to month; if it is not, the figure blurs. Leave the spend at zero and the tile reads "—" rather than pretending your leads are free.

Printing and sharing

Print Report produces a report from whatever the current filter shows: the headline tiles, all four charts, the source summary, the stale list, the full register and your closing notes. Print to PDF to circulate it. The scope line under the title states any filter in force — clear the filters before issuing anything described as the whole funnel, or the win rate on the page will be the win rate of a slice.

Saving your work

Leads, settings and the report header are written to this browser's local storage as you type, and the toolbar shows the time of the last save. That storage belongs to one browser on one computer: another browser, a private window, a second machine or a clean-up tool that clears site data will not have it.

Treat Export .json as the real save — one file containing everything, which Import .json restores anywhere. Export CSV gives you the register for spreadsheet work and includes every filtered record, not only those drawn on screen. Reset asks twice, then erases everything this tool has stored. There is no undo.

Accuracy & disclaimer

This tool records what you enter and calculates from it. It cannot tell whether a source was attributed honestly, whether an estimated value is realistic, or whether a lead marked "qualified" really was — and every figure on the report depends on those judgements.

Win rates and source conversion are calculated on closed leads only and are statistically fragile at small counts; the tool states the basis beside every rate so a reader can judge for themselves. Estimated values are not revenue, the weighted total of a hope is still a hope, and nothing here constitutes a forecast, an accounting record or business advice.