Customer Journey Report
From first inquiry to signed contract — every lead, every touchpoint, every conversion.
End-to-end visibility into your sales engine
Every stage measured, every source ranked, every rep accountable, every lead traceable.
Full conversion funnel
Lead, contacted, engaged, interested, meeting, contract — with the exact drop-off at every stage.
Source & owner performance
See which sources actually convert, which sales reps are top performers, and which ones are dumping leads.
Cohort health analysis
Monthly cohort heatmap labels each month — best, improving, abandoned — so you spot patterns fast.
Stuck-lead buckets
Never contacted, contacted-no-reply, engaged-stalled, unassigned — surface revenue leaks instantly.
Per-lead timeline
Open any lead and see creation, every activity, status changes, reservations and contracts in chronological order.
Built-in data quality
Automatic scans flag unlinked contracts, unmapped statuses, and unassigned leads so the numbers stay clean.
How It Works
From the top-line funnel to the single-lead timeline in three clicks.
1 · Open the report
Filter by project and date range. The full funnel, KPIs, and time-in-stage load instantly.
2 · Find the leak
Scroll into sources, owners and cohorts. Every verdict is backed by the underlying records.
3 · Click any number
A drill-down drawer opens the matching leads — by stuck bucket, source, owner, or cohort.
4 · Open the timeline
Pick any lead and see the complete story: creation, activities, status, reservations, contract.
See where your revenue actually leaks — and stop the bleed.
The only real estate platform you will ever need.