Flow

Leads intelligence

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    FlowLeads intelligence
    Projects
     

    AI Daily briefing

    Across all projects. Written by Claude each time the data refreshes.

    • Preparing today's briefing

    What stands out

    AI Ask your data

    Ask in plain English. Answers are calculated from the same numbers as this dashboard. Claude never sees lead names or phone numbers.

    Conversion funnel

    Leads created in the period and the furthest stage each reached.

    Where these leads stand now

      Trend

      Lead flow

      How leads from each source and sub source moved through to their outcome. Click a band to see those leads.

      Project outcomes

      New leads in the period by furthest stage reached.

      Lead sources

      Share of leads created in the period.

      Daily lead intensity

      Leads created each day. Darker cells mean more leads.

      Projects

      Lead to SV counts leads created in the period that reached a site visit at any point. SV to booking compares visits and bookings that happened in the period.

      Swipe sideways to see every column.

      Presales performance

      Open a name to see their projects.

      Swipe sideways to see every column.

      Sales manager performance

      Open a name to see their projects.

      Swipe sideways to see every column.

      Cancellations in the period

      Split by when the cancelled booking was made.

      Booking and cancellation dates come from each booked lead's activity history in the CRM.

      Sources and sub sources

      Open a source to see its sub sources.

      Swipe sideways to see every column.

      Leads