The funnel and customer cards open to the leads and customers behind them

Five cards on your dashboard used to state a figure and leave you to take it on trust. Each one now opens to the records that make it up.

What each card opens to

• Revenue funnel — every lead in the funnel, at the stage it stands at now. Chips are the stages; hold one and the register narrows to exactly the leads that stage counts. Beneath it, how the cohort moved: what entered each stage across your range, what left, and where the leads stand now, named one by one with the dates they moved.
• Revenue lost before go-live — every lead lost, with the reason on its row. Two sets of chips, the stage it stalled at and the reason it was closed on, and holding one of each narrows to the leads in both.
• Revenue entering service — the leads behind the conversion rate, each marked as having reached scoping or not, so the percentage is two counts you can see rather than a number to accept.
• Top customers — every customer with a lead in your range, not just the ten on the card. Open a row and it lists that customer’s leads, delivered engagements, satisfaction responses and settled bills, each adding up to its own figure on the row.
• Customer health and churn risk — every scored customer with the four parts of their score and what each contributed. Customers the score cannot yet judge are listed on their own with the reason for each, and are not counted as at risk.

Every register searches and sorts, and every one states what it foots to. The three separate pages that used to sit behind the funnel, the pipeline drop-offs and service quality have folded into these: one card, one destination.

The customer health card now counts customers

That card used to show a service quality percentage and a forecast of revenue likely to churn. Neither figure was defined anywhere you could check it, and the accounts it called at risk were a different set from the ones flagged elsewhere on the dashboard.

It now states the same figure the rest of the platform uses: how many of your customers are at renewal risk — those scoring Red, or Amber with collected spend falling. The Top customers table reads the same verdict, so one account is never at risk in one place and stable in another. The page behind the card shows you every customer’s score, the four parts it is made of, and which accounts moved into or out of that count since the start of your range.