Lead funnel, quote velocity, rep performance, and campaign engagement.
Pending CRMOz lead classification
Awaiting quote-tracking data feed
Zoho SOs pending data sync
Track lead progression through the pipeline. Stalls = no activity in 3+ days. Rep can identify where follow-up is needed.
Funnel data pending Zoho lead status and quote creation timestamp sync
Shows outstanding quotes with days elapsed and email open status. Helps identify stalled deals needing manual follow-up.
Quote age tracking and email open status require:
(1) Quote sent timestamp in Zoho potential, (2) Email tracking from Zoho or outbound mail service
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Compare Mike, Jim, and Mark on leads contacted, quotes sent, quote-to-close rate, and pipeline velocity. Shows who's ahead and where reps need support.
Requires Zoho COQL queries for lead contact status, quote creation dates, and SO close dates per rep
Active email sequences by rep. Shows delivered, opened, clicked, and replies. Real Apollo data (when available).
| Sequence Name | Delivered | Opened | Clicked | Replied | Open Rate |
|---|---|---|---|---|---|
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Live data from Apollo API (when feed is configured) |
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Recent email campaigns and automation performance. SMS engagement and reply tracking depends on webhook capture service.
| Campaign Name | Type | Sent | Opened | Clicked | Engagement % |
|---|---|---|---|---|---|
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Brevo pull requires API connectivity and engagement event store |
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Incoming leads by source (PPC, Organic, Social, Direct, Outbound) and by industry. Enables ROI analysis and channel optimization.
Requires Zoho Lead_Source field and utm parameter capture on web forms
DockBlocks segments by boat type (Center Console, Pontoon, etc). Requires source data population
PPC and paid channel spend (Google Ads, Apollo seats, etc) divided by leads acquired. Supports budget optimization.
Requires ad account spend data integration (Google Ads API, Apollo billing, Brevo email sending costs)