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Achilles Analytics dashboard

Sales funnel in CRM: see where leads are lost

Conversion at every funnel stage by rep, period and source. The AI agent Achilles highlights the bottlenecks itself: at which stage and how many leads you are losing right now.

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CRM data every 30 minutes · All funnels and stages · Configured to your structure

“Leads & sales” dashboard: metrics, segments and AI insights

How it works

30-minute setup — then it runs itself

01
30-minute setup
Via the official API, no CRM rebuild. Time zone and fields are detected automatically; a specialist sets up the dashboards.
02
Refresh every 30 minutes
Fresh deals and calls in the dashboard every 30 minutes — no exports, no Excel.
03
The AI agent Achilles analyzes
Highlights anomalies and writes insights in words: alerts, warnings, wins.
04
You make decisions
10 minutes in the morning instead of three hours with spreadsheets on Friday.

Features

What the manager sees

Conversion by stage
From first contact to payment: how many leads enter each stage and how many reach the next.
Funnel bottlenecks
AI highlights the stages with the biggest losses: “the Qualification stage loses 47% of leads” — with exact numbers.
Lead segments
New leads and returning contacts separately: sales, conversion, losses and no-answers for each segment.
Period comparison
Every number is shown against last month or last year: you see the trend, not just a bare value.
By rep and by source
The same funnel seen through each rep and each ad channel.
AI insights for the period
Achilles writes the key points in words: “Sales dropped to 1 (−50%), revenue −80%” — instead of you hunting through charts.

Interface

This is how it looks in Achilles

Key metrics and segments: new and returning clients counted separately
Key metrics and segments: new and returning clients counted separately
Team summary: leads, sales, revenue and % of plan in one table
Team summary: leads, sales, revenue and % of plan in one table
Daily lead trend: AI highlights abnormal spikes and dips
Daily lead trend: AI highlights abnormal spikes and dips
Sources: which channel brings leads and which brings real sales and revenue
Sources: which channel brings leads and which brings real sales and revenue
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Manager takeaway
“Proposal-to-close conversion dropped from 40% to 25% — work on objections”

FAQ

Frequently asked questions

Which funnel stages does Achilles see?
All funnels and stages of your CRM exactly as you configured them. During onboarding we agree which statuses count as won, lost and new.
Can I view the funnel for a single rep?
Yes, filters by rep, source, funnel and period work in every report.
How is this better than the funnel in the CRM itself?
Achilles shows not just stage numbers but conclusions: bottlenecks with lead losses, comparison with the previous period and AI insights on where to look.

Try it on your data

7 days free — no card

30-minute setup. Request a demo — we will show Achilles on your numbers.

Get a demo on your data → Sign up yourself