PIPELINE CONVERSION FUNNEL · MAY 2026 · ALL 11 STAGES · OWNER VIEW

Pipeline conversion funnel 320 in · 18 won · 73 lost · 247 active · 5.6% overall

Stage-by-stage conversion through the standard 11-stage buyer pipeline. Test Drive is an activity / appointment — never a pipeline stage. The 11 stages below are the only stages in the system. Drop-offs > 30% flag yellow · > 40% flag red · Negotiation has the highest drop-off this period.

11 / 11 stages Negotiation drop 41% Reservation → Delivery 82% Test Drive · activity overlay only

Branch · AllSalesperson · AllLead Owner · AllPeriod · 30d vs prior

LEADS IN↑ 12%

320

vs 286 Apr · stage 1 New

WON↑ 12%

5.6% overall · stage 10 Delivered/Won

LOST↓ 8%

22.8% · stage 11 Lost · breakdown in 065

ACTIVE

247

stages 1-9 · 5 days avg cycle

BIGGEST DROP

Negotiation

41% drop · 56 deals lost at stage 5

11-stage conversion funnelstandard stage names · drop-off + value + avg days at stage

11 / 11 stages shown

1. New320 deals

4d avg

2. Qualified247 deals

6d avg23% drop

4.2M

3. Vehicle Matched189 deals

5d avg24% drop

3.4M

4. Quotation Sent138 deals

7d avg27% drop

2.8M

5. Negotiation82 deals

9d avg41% drop

2.1M

6. Booking / Reservation56 deals

3d avg32% drop

1.6M

7. Proforma42 deals

2d avg25% drop

1.4M

8. Payment Pending32 deals

4d avg24% drop

1.1M

9. Delivery Ready24 deals

2d avg25% drop

820K

10. Delivered / Won18 deals

25% drop

560K

11. Lost73 deals

23% of leads

M est. lost

Test Drive is NOT a pipeline stage. It is captured as an activity / appointment on the lead/deal record and can be visualized as an overlay on the funnel (e.g. "47 test drives across these stages") · but Test Drive never becomes a stage. The 11 stages above are the only stages · the set is standard at the database level. Test Drive conversion analytics live in screen 068.

Drop-off insight panelstages losing > 30% of inbound

Stage 5 · Negotiation · 41% drop

138 inbound from Quotation · 82 reached Booking · 56 stalled. Top causes (from lost reasons screen 065): Price/Budget (38%) · Competitor (29%) · Finance (18%). Action: tighten quotation pricing + offer finance options earlier.

Stage 8 · Payment Pending · 25% drop · 4d avg

42 entered from Proforma · 32 cleared into Delivery Ready · 10 stalled. Payment readiness owned by Accounts/Accounts · Sales surfaces status read-only. Action: nudge customers earlier · escalate to Accounts at 3d.

Stage health railavg days · stuck deals

Quotation Sent (avg 7d)5 stuck · > 14d

Negotiation (avg 9d)4 stuck · > 14d

Proforma (avg 2d)0 stuck

Payment Pending (avg 4d)3 stuck · > 7d

Delivery Ready (avg 2d)0 stuck

Stuck = no movement in 14 days (or 7 days for Payment Pending where SLA is tighter). 12 stuck deals total · 2.8M combined value.

Data rules5

11 pipeline stages are a standard set · the only stages in the system
Test Drive is an activity / appointment · NEVER a pipeline stage
Drop-off thresholds (30% yellow · 40% red) are tenant-configurable
Stuck-deal definition (14d / 7d Payment Pending) is tenant-configurable
Payment Pending stage data sourced read-only from Accounts/Accounts