Marketing and sales usually track leads in two different systems that never fully agree. This funnels real deal-stage and meeting events end to end, from lead to customer, with stage velocity and forecasted revenue built in.
Report produced by this recipe.
Builds a lead-to-customer pipeline funnel from real deal_stage_changed and meeting events, with per-stage velocity and a forecasted revenue figure attached.
a lead-to-customer sales funnel with forecast
Configure and materialize the report described below.
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Statistical significance, sample size, and days-to-go.
Account-level engagement (rolled up from all users on the account) tracked over time — identifies expansion vs. churn-risk accounts.
Plan-limit-to-upgrade funnel built from real subscription state-change events with per-step time-to-convert.
9 free Claude Code skills for marketing analytics: KPI blueprint, anomaly alert, benchmark check, cohort tracker, leak finder, lever finder, weekly reporter, promo impact check and margin builder. Every skill states its method.
8 free Claude Code skills that audit the page you have and design the next variant from a real diagnosis: leak finder, PDP reviewer, checkout auditor, page shipper, hook lab, variant router, hypothesis engine and first-mile mapper.
You set the strategy. Agents run the plays. Nine AI agents across design, marketing, sales, and analytics. One customer context, tracked from first pixel to final dollar.
