pipeline_stage transitions every account leaves behind and rolls them up into the funnel: where accounts sit now, the rate at which they move from one stage to the next, how long a lead takes to become a client, and how long they sit in each stage. The input to predicting a live account’s trajectory.
Parameters
None. Returns the whole workspace’s funnel.Returns
- current_stage_counts — the live funnel.
- stage_conversion — of everyone who reached a stage, how many reached the next. Where deals leak.
- median_days_to_client — how long a win actually takes.
- median_days_in_stage — how long deals sit before moving (the stall signal).
The loop only measures what you close, so the one input it needs is marking accounts client / closed-lost (or a Stripe payment / proposal-signed event, which do it automatically). Personal/team contacts are excluded.
Examples
- “How long does it take us to close?”
- “Where are deals stalling?”
- “Report the last 7 days of pipeline activity and what to improve.”