Leads by pipeline stage
Where your active pipeline sits right now
Deal funnel: offer to close
Of leads that reached an offer, how many make it to contract and to close
This funnel starts at "Offers Made" — the earliest point ReSimpli's API lets us measure directly from a lead's current status. Earlier-stage conversion (New Lead → first offer) would need a stage-history log ReSimpli doesn't expose yet.
Lead → deal flow
Leads, offers, contracts and closed deals, by month — log scale, so every stage stays readable despite the size gap between them. Click a legend item to isolate it.
Leads added over time
New leads created, by source
Lead volume by source
Active pipeline
Deals by exit type
Closed deals, by how they were disposed
Deal velocity
Average days between milestones
Call activity volume
Outbound + inbound calls logged per week
Not wired to live data yet — ReSimpli's call-log API is per-lead, so this needs a periodic background job rather than a live call. Sample data shown for now.
Appointments: scheduled vs. kept
Weekly, last 8 weeks
Kept
No-show / dismissed
Not wired to live data yet — coming back to this. Sample data shown for now.
Average days per stage
How long a lead typically sits before moving on
Illustrative for the early pipeline stages — ReSimpli doesn't expose a stage-transition log to time these live. For real, live milestone timing on deals that reached an offer, see Deal velocity above.
Needs attention
Leads and deals worth a look today
Lead source performance
Leads, contact rate, offers, contracts, closed deals and revenue by lead source
| Source | Leads | Contact rate | Offers made | Under contract | Deals closed | Revenue | Offer → close |
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