Revenue Funnel Overview

Unified pipeline visibility across HubSpot, Clay, Apollo, Go HighLevel, Heyreach, Instantly & Slack.

Pipeline Value

$482.6K

▲ 18.4% vs prior 30d

Closed Won (MTD)

$96.2K

▲ 9.1%

Win Rate

27.3%

▼ 1.8 pts

Avg. Sales Cycle

19.4 days

▲ 2.1 days faster

Active Opportunities

143

▲ 22 new

Funnel: Lead Source → Closed Revenue

Cross-platform attribution, deduplicated by account

Leads Sourced

2,840

100%

Channel Matched

2,442

86.0%

Account Created

1,732

70.9%

Opportunity Opened

522

30.1%

Late Stage / Proposal

211

40.4%

Closed Won

143

67.8%

Pipeline Velocity

Days from lead → closed, 12-week trend

Attribution by Channel

Which sources actually convert to revenue

Channel	Leads	Opps	Closed	Conv.	Revenue
Cold Email (Instantly)	1,120	187	52	4.6%	$31.4K
LinkedIn (Heyreach)	640	141	38	5.9%	$28.9K
Outbound (Clay + Apollo)	780	129	31	4.0%	$19.7K
Inbound / Referral	210	44	17	8.1%	$12.1K
Go HighLevel Nurture	90	21	5	5.6%	$4.1K

Win Rate by Stage

Where deals stall vs. convert

Opportunity Stages

Live deal board synced from HubSpot

New Lead 64

Northwind Analytics

$4,200

Vantage Robotics

$9,800

Coreline AI

$3,100

Total: $61.4K

Qualified 41

Fenwick Labs

$11,000

Bluepeak SaaS

$6,750

Total: $58.2K

Demo Booked 27

Ashgrove Health

$14,200

Trellis Data

$7,900

Total: $71.9K

Proposal 18

Orbital Fintech

$22,500

Marrow Health

$9,300

Total: $84.0K

Negotiation 9

Highline Ventures

$31,000

Total: $62.8K

Closed Won 143

Pathwise CRM

$18,400

Ledgerly

$6,200

Total: $96.2K

Connected Sources

Native API + webhook sync — no manual CSV exports

Hs

HubSpot

Synced 2m ago

Cl

Clay

Synced 4m ago

Ap

Apollo

Synced 6m ago

GH

Go HighLevel

Synced 3m ago

Hr

Heyreach

Synced 9m ago

In

Instantly

Synced 1m ago

Sl

Slack Alerts

Active

Pipeline — All Opportunities

143 active opportunities across 6 stages · synced from HubSpot every 5 minutes.

All (143)

Closing this month (34)

At risk — no activity 7d+ (8)

My deals (52)

Account	Contact	Stage	Source	Value	Last Activity	Exp. Close
Northwind Analytics	Priya Shah	New Lead	Instantly	$4,200	2h ago	—
Vantage Robotics	Marcus Cole	New Lead	Heyreach	$9,800	5h ago	—
Coreline AI	Dana Whitfield	New Lead	Clay + Apollo	$3,100	1d ago	—
Solari Robotics	Wren Boyd	New Lead	Clay + Apollo	$2,650	6h ago	—
Fenwick Labs	Omar Reyes	Qualified	Referral	$11,000	3h ago	Sep 12
Bluepeak SaaS	Grace Lin	Qualified	Instantly	$6,750	1d ago	Sep 18
Driftwood Labs	Casey Ford	Qualified	Go HighLevel	$5,400	8h ago	Sep 20
Ashgrove Health	Ben Torres	Demo Booked	Heyreach	$14,200	4h ago	Sep 9
Trellis Data	Sasha Kim	Demo Booked	Clay + Apollo	$7,900	2d ago	Sep 15
Ampcurve	Reza Nabi	Demo Booked	Instantly	$12,800	1d ago	Sep 11
Orbital Fintech	Jordan Pace	Proposal	Referral	$22,500	6h ago	Aug 29
Marrow Health	Elena Cruz	Proposal	Instantly	$9,300	1d ago	Sep 3
Highline Ventures	Theo Marks	Negotiation	Heyreach	$31,000	2h ago	Aug 22
Pathwise CRM	Nina Alvarez	Closed Won	Clay + Apollo	$18,400	3d ago	Aug 14
Ledgerly	Sam Osei	Closed Won	Referral	$6,200	5d ago	Aug 10

Attribution & Channel Economics

Multi-touch attribution across every GTM tool in the stack.

First-touch

Last-touch

Linear (blended)

Cost Per Lead by Channel

Spend ÷ leads sourced, last 30 days

Newsletter (Beehiiv)

$1.79

Cold Email (Instantly)

$1.88

Outbound (Clay + Apollo)

$3.65

LinkedIn (Heyreach)

$5.31

Go HighLevel Nurture

$6.67

Paid (Google / YouTube)

$12.89

Full Channel Breakdown

Spend, CAC and LTV:CAC — the numbers that decide where budget goes next quarter

Channel	Spend	Leads	CPL	Opps	CAC	Closed	Revenue	LTV:CAC
Cold Email (Instantly)	$2,100	1,120	$1.88	187	$40.38	52	$31.4K	7.4x
LinkedIn (Heyreach)	$3,400	640	$5.31	141	$89.47	38	$28.9K	4.9x
Outbound (Clay + Apollo)	$2,850	780	$3.65	129	$91.94	31	$19.7K	3.9x
Inbound / Referral	$0	210	$0.00	44	$0.00	17	$12.1K	∞
Go HighLevel Nurture	$600	90	$6.67	21	$120.00	5	$4.1K	2.1x
Paid (Google / YouTube Ads)	$4,900	380	$12.89	58	$216.30	12	$8.6K	1.4x
Newsletter (Beehiiv)	$260	145	$1.79	19	$76.47	4	$2.3K	3.5x

Automations & Data Ops

Every workflow keeping the funnel numbers accurate — no manual CSV exports, no stale spreadsheets.

Automation	Trigger	Tools	Last Run	Runs (24h)	Status
New Lead → HubSpot Contact Sync	Webhook (Instantly reply)	Make.com + HubSpot	3 min ago	214	Active
Clay Enrichment → Apollo Sequence	New account created	Clay + Apollo	11 min ago	68	Active
Cold Email Reply Router	Inbound reply	Instantly + Cloudflare Workers	1 min ago	340	Active
RelevanceAI Lead Scoring Agent	New opportunity	RelevanceAI	26 min ago	42	Active
Beehiiv Newsletter → HubSpot List Sync	Daily 6:00 AM	Beehiiv + HubSpot	4h ago	1	Active
LinkedIn Title / Profile Verification Batch	Manual upload	LinkedIn + Excel	2d ago	—	Completed
Crunchbase Company Enrichment	Nightly 2:00 AM	Crunchbase + Make.com	9h ago	1	Scheduled
Go HighLevel Nurture Drip	Stage = Qualified	Go HighLevel	18 min ago	21	Active
Slack Deal Alerts (>$10K)	Stage change	Slack	2 min ago	6	Active
Weekly GTM Digest Export	Monday 8:00 AM	Google Sheets + Slack	2d ago	1	Scheduled

Accounts

Enriched via Clay, Apollo and Crunchbase, with a manual LinkedIn verification pass on the ones that matter.

Company	Industry	Employees	Funding	Source	Verified	Health	Owner
Northwind Analytics	Data Infrastructure	11-50	$4.2M Seed	Instantly	✓ LinkedIn	Good	A. Dunn
Vantage Robotics	Robotics	51-200	$18M Series A	Heyreach	✓ Crunchbase	Good	A. Dunn
Fenwick Labs	Fintech	2-10	$1.1M Pre-seed	Referral	✓ LinkedIn	Watch	A. Dunn
Ashgrove Health	HealthTech	11-50	$6.5M Seed	Heyreach	✓ Crunchbase	Good	D. Lucia
Orbital Fintech	Fintech	51-200	$24M Series A	Referral	✓ LinkedIn	Good	A. Dunn
Highline Ventures	PropTech	11-50	$9M Seed	Heyreach	✓ Crunchbase	Watch	A. Dunn
Pathwise CRM	SaaS / CRM	2-10	$800K Pre-seed	Clay + Apollo	✓ LinkedIn	Good	A. Dunn
Driftwood Labs	AI / ML	11-50	$5M Seed	Go HighLevel	Unverified	Risk	A. Dunn
Ampcurve	Climate Tech	11-50	$7.8M Seed	Instantly	✓ Crunchbase	Good	A. Dunn
Solari Robotics	Robotics	2-10	$2M Pre-seed	Clay + Apollo	Unverified	Watch	D. Lucia

Reports & Digests

Automated exports so nobody has to build a deck by hand every week.

Sl

Weekly GTM Digest

Funnel summary, wins, and at-risk deals posted straight to Slack every Monday morning.

Weekly · Mon 8:00 AM

SlackPDFCSV

Gs

Monthly Board Deck Data

Pipeline, revenue and channel numbers exported into a live Google Sheet ready to paste into slides.

Monthly · 1st of month

Google SheetsCSV

Pd

Investor Update Numbers

One-click PDF of ARR, pipeline coverage and win rate, formatted for investor updates.

On demand

PDF

Digest Preview

What lands in #gtm-team every Monday

📊 Weekly GTM Digest — Aug 10–16

2,840 leads sourced (+18.4% WoW)
143 opportunities open, $482.6K pipeline
$96.2K closed won (27.3% win rate)
Fastest-closing channel: Cold Email (Instantly) — 12.1 day avg cycle
At risk: 8 deals with no activity in 7+ days

Full report → Google Sheets link

Scheduled Reports

Who gets what, and when

Name	Frequency	Recipients	Format	Last Sent
Weekly GTM Digest	Weekly (Mon 8am)	#gtm-team (Slack)	Slack	2 days ago
Monthly Board Deck Data	Monthly (1st)	Darren, Andrew	Google Sheets	12 days ago
Investor Update Numbers	On demand	Darren	PDF	6 days ago
Automation Health Report	Weekly (Fri 5pm)	Andrew	CSV	4 days ago

Connected Sources

Every system feeding the funnel, synced natively via API or webhook — no manual CSV exports.

Hs

HubSpot

CRM · 340 contacts synced today · Real-time webhook · Last synced 2 min ago

Active

Cl

Clay

Enrichment & outbound · 68 enrichments today · Real-time webhook · Last synced 4 min ago

Active

Ap

Apollo

Contact & company data · 129 contacts today · Every 15 min · Last synced 6 min ago

Active

GH

Go HighLevel

Nurture & drip campaigns · 21 nurture events today · Real-time webhook · Last synced 3 min ago

Active

Hr

Heyreach

LinkedIn outbound · 141 touches today · Every 10 min · Last synced 9 min ago

Active

In

Instantly

Cold email · 1,120 email events today · Real-time webhook · Last synced 1 min ago

Active

Sl

Slack

Deal alerts & digests · 6 alerts sent today · Real-time · Live connection

Active

Cb

Crunchbase

Company & funding enrichment · 34 companies enriched · Nightly 2:00 AM · Last synced 9h ago

Scheduled

Bh

Beehiiv

Newsletter & nurture content · 145 subscribers synced · Daily 6:00 AM · Last synced 4h ago

Active

Team

Everyone with a hand in the funnel — who owns what, and how much pipeline sits with each person.

DL

Darren Lucia

Founder + CEO

4

Deals Owned

$77.9K

Pipeline

AD

Andrew Dunn

Growth Partner — GTM & Automations

9

Deals Owned

$141.2K

Pipeline

SR

Sofia Reyes

SDR — Outbound

2

Deals Owned

$12.4K

Pipeline

MW

Marcus Webb

Ops & RevOps

0

Deals Owned

10

Automations Managed