Blu Onx · Agent Pipelines

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Week of

1. Funnel qualification metrics (commercial reality)

MQL = lead form answers meet the profile (—). SQL = sales moved the lead to Qualified or later.

Lead to MQL rate—— of — leadsBenchmark 35–50%

MQL to SQL rate—— MQLs reached SQLBenchmark above 40%

Lead-to-win rate—— leads in ClosedBenchmark 2–5%

Pending signature—Agreement sent, waiting to sign. Reported by the sales team.Next step: close

2. Behavior and intent metrics (real interest)

How engaged leads are once an agent reaches out.

Lead scoringNot set upNo lead has a score yet. Scoring rules (pricing page, chatbot, self-booked demo) need to be configured first.Pending setup

Connect rate—— of — contacted leads answered a call or repliedBenchmark 60% or more

Cost per qualified lead (CPQL)Needs ad spendAd spend ÷ SQLs. SQLs this week: —.Pending data

Open leads—New in last 7 days: —

Meeting booked or beyond—— leads · — no-shows

Qualified or interested—Next step: documents

No manual touch—Touched: —

Stale 7+ days—In "New FB Lead" with no activity

Logged calls—Connected: — · not connected: —

Agent leaderboard

Sorted by leads with a meeting booked or beyond. Red marks what needs attention.

Agent	Leads	New 7d	Touched	Untouched	Calls	Emails	Replied	Booked+	% booked	No-show	Qualified+	Stale

Week over week

One row per weekly snapshot for this pipeline.

Week of	Open leads	New 7d	Booked+	% booked	Qualified+	Untouched	Stale 7+	Unassigned	Calls

Funnel by stage

Open leads in each pipeline stage.

Leads by country

Based on phone prefix. "To verify (+1)": +1 numbers that look like mis-entered LatAm numbers.

New leads per week

Weeks start Monday. The latest week is still in progress.

How it's measured. Manual touch = a call, email or SMS sent by a person from the CRM (workflow messages don't count). Booked+ = Meeting Booked stage or later, including no-shows. Qualified+ = Qualified, Interested, Documents in Progress or Closed. Stale = still in New FB Lead with no manual touch in the last 7 days.

What's not captured. WhatsApp messages and calls from personal phones aren't logged in the CRM, so actual call volume may be higher.

Data from Lead Channels Pro. Prepared by Blu Onx marketing.