Stage editor

Rename, reorder, add or remove funnel stages without touching code. Nothing is applied until the preview below reconciles: every stage's intake must equal advanced + pending + dropped.

Default stages

Unsaved changes in this draft.

1created
2qualified
3meeting
4sqo

CRM alias matching

What incoming values from Attio, Apollo, the lead bot or a CSV should be read as. Stage synonyms below apply to the lead funnel; loss reasons and outcome words apply to every import.

Stage synonyms

Leads created

new, lead, created, open

Qualified

qualified, qualified lead, mql, sql, sales qualified lead

Meeting held

meeting, meeting held, discovery call, demo, intro call

Sales-qualified (SQO)

sqo, sales qualified, opportunity

Edit synonyms in each stage card above.

Loss reasons

Outcome words

Test a CRM value

Stage
no match
Loss reason
no match
Outcome
no match — falls back to close date
  • “open” is claimed by Leads created, Open — first match wins.

Validation & preview

Lead funnel recomputed against No records yet before save.

Reconciles
StageIntakeAdvancedPendingDroppedSumConv.Check
Leads createdno records000000.0%OK
Qualifiedno records000000.0%OK
Meeting heldno records000000.0%OK
Sales-qualified (SQO)no records000000.0%OK

Exhaustive split: intake = advanced + pending + dropped on 4/4 stages.

Taper: advanced at each stage equals the next stage's intake on 4/4 transitions.

No records land in: Leads created, Qualified, Meeting held, Sales-qualified (SQO). Add CRM aliases so incoming stage names map onto them.

Your weekly targets

These are the only numbers you author — everything else is counted from your records. Leave a field blank to hide that target line and its attainment figure on Trends.

Share & reuse this setup

Export the stages, aliases and CRM mapping as a JSON file, then load it into another remix to start from the same funnel. Imports land in the draft — nothing changes until you save.