Revlitix Reporting

Conversion Funnel Performance Report (Monthly)

Persona
CRO
VP Sales
Revenue Operations
Head of Marketing
Sales Manager
Funnel Overview Chart
What it is?

Tracks monthly funnel performance from MQLs to New Revenue, covering SAL, SQL, Win Rate, and Closed-Won stages: along with MRR contribution for each month.

Why it matters?

This report helps identify whether marketing is generating enough qualified leads (MQLs), and if sales is effectively accepting and progressing them (SAL + SQL rates). It highlights where deals are stalling (e.g., Win Rate dips) and tracks monthly growth in new deals and MRR.

It also surfaces breakdowns in the marketing-to-sales handoff, funnel friction causing revenue leaks, mismatches between lead volume and conversion quality, and revenue momentum trends, so you can act early to scale or fix what’s not working.

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