Monthly Funnel Performance Report

A trend report that tracks key funnel KPIs including demos, SQLs, cost per demo, cost per SQL, pipeline, and revenue, broken down month by month.
It provides a cumulative and granular view of how these metrics are changing over time, helping teams assess performance consistently.

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Performance doesn’t exist in a vacuum. This report gives the month-by-month context needed to spot momentum, stagnation, or early signs of decline at any stage of the funnel.

It helps teams:

• Track how top-of-funnel activity converts into pipeline and revenue
• Monitor changes in acquisition costs like CPL and cost per SQL
• Identify which months were most efficient or underdelivered
• Understand trends across the sales funnel to forecast better
• Make timely adjustments to campaigns, budgets, or team priorities

For marketing and RevOps leaders, this report acts as a health check that connects tactical activity with long-term growth goals.