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Commerce & Sales

Funnel

The stages are all-time totals rather than a cohort you followed, so the percentages are ratios of two independent numbers.

Five stages: leads → contacts → customers → invoices sent → invoices paid.

The percentages do not follow a cohort

This is the most important thing about the page. Each stage is the all-time total of that kind of record — not the group that came from the stage before it.

So "lead to contact conversion" is really total contacts over total leads. A contact who was never a lead — entered by hand, say — still counts in the numerator.

Which means a rate can exceed 100%, and that is not a fault. Read these as ratios of volume, not as a group being tracked through the stages.

Trashed records and what counts as "sent"

Leads, contacts and invoices in the trash count towards no stage. Customers have no trash, so every customer counts.

"Invoices sent" counts invoices whose status is sent or paid. Partly paid and overdue invoices are left out, so the figure can look low. Where a rate has nothing to divide by it shows "—". There are no filters or date controls on this page.

Stage timings are matched on email

The average time between stages is worked out by matching on email — a lead and a contact sharing an address are treated as the same person.

The timings cover the last 90 days. "Customer to first paid invoice" is really the average over every paid invoice for that email, not only the first.

So anyone recorded without an email, or who converted under a different one, is absent from these averages. Having no email is allowed in this system, so these numbers are based on part of the data rather than all of it.

Source is only about leads

The source table says how many leads each channel produced and how many of them became contacts — and it covers only the last 90 days (top 10 sources, a lead counting as converted when its email matches a live contact), unlike the stages above it, which count all time.

A lead with no source recorded appears under "unknown", meaning it arrived by a route that did not record one, rather than that its origin is unknowable.

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