The Statuses tab of the new dashboard shows the state of the sales funnel of a Sales Brain (Playbook): how many contacts are active, how many moved between stages, and how many were won or lost in a given period.
This tab is currently under development. The data logic is ready but the interface is not yet enabled.
1. What the tab shows
The tab presents 4 key metrics about the funnel state:
| Metric | Description |
|---|---|
| Active contacts | Total contacts in an open stage of the Sales Brain (Playbook) (not won or lost) |
| Movements | Number of times a contact changed stage during the period |
| Won | Contacts that reached the won stage during the period |
| Lost | Contacts that reached the lost stage during the period |
2. Analysis period
The tab supports a date filter with custom start and end dates. By default, it shows data for the current day.
3. What movements are
Every time a contact advances, goes back, or jumps from one stage to another within the Sales Brain (Playbook), that change is recorded as a movement. The movements metric represents the total of those changes in the selected period.
- A high volume of movements indicates an active and fluid sales funnel
- A low volume may indicate that contacts are stalled or that the team is not advancing their management
4. Difference from the Summary tab
Although the Summary and Statuses tabs share some similar metrics, they have different focuses:
| Summary | Statuses | |
|---|---|---|
| Focus | Team activity (actions taken) | Sales funnel state (contact movements) |
| Active contacts | Yes | Yes |
| New contacts | Yes | No |
| Stalled contacts | Yes | No |
| Movements between stages | No | Yes |
| Trend chart | Last 30 days | No |
Use the Summary tab to evaluate what the team did. Use the Statuses tab to evaluate how the sales funnel is evolving.
Special cases
Sales Brain (Playbook) without a won or lost stage configured
If the Sales Brain (Playbook) does not have a stage marked as won or lost, the corresponding metrics will show 0.
Contacts in closed stages
Contacts in closed stages (won or lost) are not counted within "Active contacts".
No movements in the period
If there were no stage changes in the selected period, the movements metric will show 0. This may indicate inactivity in the funnel or that the chosen period is too short.
Conclusion
The Statuses tab offers a funnel-oriented view: not about what the reps did, but about how contacts move through the stages of the Sales Brain (Playbook). When available, it will be useful for detecting blocks in the sales funnel, measuring conversion speed, and comparing funnel rhythm between periods.
Relevant scenarios
Detecting blocks in the funnel
If active contacts increase but movements are low, contacts may be entering the Sales Brain (Playbook) but not advancing. The Statuses tab will make this immediately visible.
Comparing rhythm between weeks
By alternately selecting two different periods, you can compare how many movements were recorded week to week and evaluate whether the team maintains its management pace.
Validating campaign results
After an intensive outreach campaign, the movements metric confirms whether that activity effectively drove progress in the funnel or whether contacts did not advance despite the interactions.
Analysis guide
What is it for?
To evaluate the health and speed of the sales funnel: whether contacts flow through the stages or whether the funnel is stalled, regardless of team activity.
How do I analyze it?
- Relate Movements to Won: how many stage changes are needed on average to close a win?
- Compare Won vs. Lost: does the sales funnel close more positively or negatively?
- Compare the same period across different weeks: is the sales funnel accelerating or slowing down?
What do I compare?
- Movements vs. Won: funnel efficiency (few movements per win = direct and effective flow)
- Won vs. Lost: funnel success rate
- Active contacts this week vs. last: is the sales funnel growing or shrinking?
- Movements this period vs. the previous one: is the team advancing contacts more or less?
What conclusions can I draw?
- Many movements but few wins → contacts move but don't close: there may be a "trap" stage where they go back
- Few movements and few wins → inactive funnel: the team is not advancing contacts between stages
- Active contacts rise but low movements → contacts are entering but nobody is managing them
- Lost consistently exceeds Won → review contact quality or value proposition in final stages
What should I do?
- If movements are low: check whether the team has tasks assigned to advance contacts and whether the Sales Brain (Playbook) has a clear flow
- If there are many movements but few wins: identify which stage has the most losses and redesign that part of the Sales Brain (Playbook)
- If Lost systematically exceeds Won: analyze at which stage the loss occurs and what is happening there
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