Leads Funnel
Lead funnel analytics with open lead counts surfaced to navigation badges, source quality splits, and loss analysis.
What Problem It Solves
Unconverted leads are future revenue or future waste. You need funnel visualizer without manual spreadsheets.
This dashboard features automatic contextual integration. When YazFex AI is active, the assistant is injected into the side-panel, automatically reading these records.
Related Sales Modules
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Pipeline view of quotes, expiration aging, conversion ratios, and source tracking.
Proposals Dashboard
Funnel view of open proposals, dollar value at risk, client views counter, and conversion velocity.
Contracts Manager
Contract values, renewal schedules, and value-at-risk analysis for upcoming expirations.