displayName
Lead-to-Revenue Funnel Analysis
workflowKind
governance
triggerType
scheduled
typicalCadence
monthly
complexity
cross-team
description
Analyzes the full lead-to-revenue funnel across marketing, sales
development, and sales — measuring stage conversion rates
(MQL-to-SQL, SQL-to-opportunity, opportunity-to-close), identifying
bottleneck stages with degrading velocity, segmenting performance by
source/channel/segment, and benchmarking against historical cohorts.
Produces funnel health report with specific stage-level improvement
recommendations. Excludes individual campaign optimization and
deal-level interventions.