Every enquiry becomes a deal you can follow from first message to won or lost, on stages you name yourself. The overview tells you which deals need you this week, and Ad Funnels shows what one ad's leads turned into.
Dragged to Negotiation, and the ad account hears about it
One request, start to finish
Four numbers Open value, weighted value, open deals and win rate.
Named deals to fix Closing soon, going stale and unassigned.
Drag it on Your own stages, moved on the board or from the chat.
Follow the ad What one ad's leads became, stage by stage.
01: YOUR STAGES
A salon's bridal enquiry and a corporate grooming contract don't move the same way. Every account starts with a Sales Pipeline of five stages: New Lead, Qualified, Proposal Sent, Negotiation and Won. Rename it, add stages, drag them into order and give each one of ten colours. Then add more pipelines, each with its own stages and board.
Mark a stage as a drop-off, such as Disqualified or No show. Ad Funnels shows drop-offs beside the step they follow, so you can see where leads fall out.
Values show in your account's default currency, and any deal can carry its own.
A stage that still holds deals can't be deleted, and the button tells you why.
If you switch it on, every new lead, or only leads from an ad, opens a deal in the pipeline and starting stage you choose the moment they first message.
02: THE BOARD
The board is where most teams live. Drag a deal between stages with the mouse or the keyboard. Each stage shows its count and total value, and you can collapse the stages you're not working on. Add a deal straight into any stage. Cards show the title, contact, value, owner and an overdue mark.
The deals table lists the same deals, sortable by title, stage, value, status, owner, expected close date and last update. Board and table share one set of filters: search, Open, Closed or All with live counts, and owner, including Unassigned.
Title, contact, stage, value, currency, expected close date, owner and notes, with the weighted value shown beside the amount.
Mark a deal won or lost, reopen it, or delete it after a confirmation. Closed deals keep their history in a separate panel.
The board opens on Open deals so it stays a working view. The table opens on All so nothing is hidden when you are checking history. Collapsed stages stay collapsed for that pipeline.
The result is a board your whole team trusts. When Sara drags a deal on Monday, the owner sees it on the overview, the ad account can hear about it, and nobody keeps a second list on the side.
03: OVERVIEW
A board full of cards doesn't tell you where to start. The overview does. Four tiles show open pipeline value, weighted value, open deals and win rate, and each opens the deals behind it.
Each open deal's value multiplied by its stage's likelihood, from about 10% at the first stage to 90% near the end and 100% at the last. Lost deals are left out.
Won deals divided by won plus lost, in the date range you pick.
Open value by stage, the stage funnel, won against lost over time, and a donut of open deals by stage.
Closing or overdue (due within 7 days or already past), going stale (untouched for 14 days or more) and unassigned. Each names the deals so someone can act today.
Start the week here. Give the stale deals to whoever owns them, assign the deals nobody has, and call the ones closing this week before they slip. The same open value and a stage donut also sit on the main dashboard, so the owner sees the pipeline without opening it.
Bring your current pipeline
We reply in under an hour.
04: AD FUNNELS
Ad dashboards stop at the click. Ad Funnels picks up there. Choose a date range and an ad, and see its leads move through the same stages your team uses, drawn as a funnel. It works for every industry.
Ads are named by the first real line of their own text, with where they ran, the last digits of the ad ID and the lead count. The page opens with the ad itself: platforms, the channel leads arrived on, the full ad ID and its full text.
Leads from the ad (and how many aren't on the pipeline yet), how many reached the last stage, deals won, lost and open, revenue won, lead-to-won rate and average won deal.
Each band shows its count, its share of all leads and its share of the stage above. A lead counts at a stage once any of its deals reaches it or a later one, so a skipped stage still counts as passed.
With lead labelling on, each band and drop-off shows how many leads were hot, warm, cold, spam or job enquiries, or not yet labelled.
The pipeline is picked from the data, and you can switch it if an ad's leads land on more than one. Read side by side, two ads with the same lead count can tell very different stories: one fills New Lead and stops, the other reaches Won. That is the ad to give more money.
Revenue is credited to the first ad a customer clicked, the same rule the ad report uses.
05: FROM THE CHAT
When a deal moves forward in a chat, your team shouldn't have to open the board to record it. The inbox contact panel lists every deal the customer has, grouped by pipeline, with a stage dropdown. Changing it moves the deal exactly as dragging the card does, so ad reporting, AI triggers and webhooks all still fire.
When the chat shows the customer has moved on, the lead panel suggests the next stage with Apply and Dismiss.
With the deal tools switched on, the assistant updates deals as the conversation moves.
A deal moving to a new stage can wake an AI trigger, for example to send a proposal follow-up.
Stage changes, wins and losses can be reported to Meta and Google, pipeline by pipeline and stage by stage, once you switch it on.
The honest part
Deals won in more than one currency are added up as they are, and a note says so.
Older deals start at the stage they were in on that date.
Weighted value follows stage position.
Move the deals first.
Contacts added by hand or imported never open a deal by themselves, and a contact with an open deal in that pipeline is left alone.
It goes to the first ad the customer clicked.
Works with
This page
Pipelines and ad funnels
Questions about pipelines
Yes. Create as many as you need, each with its own stages, colours and board. You can even run one pipeline per ad platform.
Each open deal's value is multiplied by its stage's likelihood, which rises from about 10% at the first stage to 100% at the last. Lost deals are left out.
Yes, if you switch it on. Every new lead, or only leads from ads, opens a deal in the pipeline and stage you choose when they first message.
Set an account default and give any deal its own currency. Totals of mixed currencies are added as they are, never converted, with a note.
Yes. Ad Funnels works for every industry, on the stages of whichever pipeline the ad's leads land on.
Yes. The API can list pipelines and create, move, win, lose and reopen deals, and deal events can be sent to your other systems.
Book a demo
A 30-minute call. We set up your stages, drop in a few sample deals and show you one ad's funnel.
We reply in under an hour.
