Current pipeline snapshot
Always reflects NOW — independent of the date filter.
New Leads
Discovery Call Opportunities
Open Pipeline Value
Open Contract-stage Opportunities
Data parity checkValidating…Checking…▾▴
Date range applies to date-filtered KPIs (timezone: America/Los_Angeles, half-open interval). The current pipeline snapshot always reflects NOW and ignores the date range.
2026-07-08T07:00:00.000Z|2026-08-07T07:00:00.000ZExecutive KPIs
Metrics scoped to the selected date range.
Total Leads Created
Total Opportunities Created
Contract-stage Opportunities
Closed Won Deals
Contract Amount (Formula)
Total Revenue Amount
Open Pipeline
Lead → Opportunity Rate
Opp → Contract-stage Rate
Opportunity Win Rate
Overall Lead-to-Won Rate
Average Deal Value
Average Sales Cycle
Paid vs Organic — Leads
Paid vs Organic — Revenue
Total Ad Spend
Spend rollup not yet wired into Overview — Campaigns tab will surface coverage.
Expected: Campaign.ActualCost, Campaign.BudgetedCost
CPL / CAC / ROAS / Budget Pacing
Spend-derived metrics need full spend coverage before they ship.
Expected: Campaign.ActualCost
Paid vs Organic split
Leads that cannot be classified are kept in Unknown rather than forced into a bucket.
Paid Leads
Organic Leads
Unknown / Unclassified
Source & channel breakdown
Primary UTM fields are used first; Pardot pi__utm_* fields fill in only when the primary value is blank.
Trend over time
Bucket: week
Data integrity: all values come from read-only SOQL against Shai's Salesforce. Metrics marked Derived use stage + flag heuristics defined in SCHEMA_REPORT.md §13. Missing values show — with the reason, never a fabricated number.