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ChangelogSee how many of your sourced leads turn into real work

See how many of your sourced leads turn into real work

The last release gave every KPI a definition. This one puts the first real number behind one of them: service activation rate is now live on your dashboard and in the dictionary, where it previously read “not yet reported”.

It answers one question — of the leads sourced in a period, how many went on to become active delivery work. The leads counted are fixed at the moment they were sourced, so a lead that progresses after the period closes still counts in the period it came from, and the figure for a past period stops moving.

Open the figure and you get the group behind it. The funnel shows how far the whole cohort got, stage by stage, using the same stage names you already see on a lead. Those counts are cumulative — how many have ever reached that stage, not how many are sitting there now — so a lead that has moved on is still counted at every stage it passed through. Beside the funnel is where the rest were lost. And the arithmetic is on the screen: the number of leads that reached delivery, plus those that ended, plus those still open, adds up to the size of the group. If it doesn’t, the figure is wrong and you can see that it is.

Every count opens further. Pick a stage or a loss and you get the individual leads behind it — reference, customer, when it was sourced, how far it got, and how it ended — and they add up to exactly that count.

Two things worth knowing. Leads sourced in the last 14 days have not had a fair chance to activate yet, so the count of leads still inside that window is shown next to the rate; they stay in the calculation either way, and the caveat tells you how much of the shortfall is simply too early to call. And while every lost lead is counted, the reason it was lost is recorded as unclassified for now — the platform does not yet capture a structured drop-off reason. That breakdown fills in on its own once it does, with no change to the totals.

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