Acquisition
Work your top-of-funnel — new leads, conversion, and the reps who need attention — from one place.
The Acquisition page shows what's happening at the top of your funnel and what to do about it: new leads coming in, how they convert toward deals, which sources are working, and which reps are ahead of or behind the team. Open it from Acquisition in the sidebar.
Beta. Funnel conversion reporting is still being hardened. The page is usable today, but treat the conversion figures as directional while we continue to review metric accuracy.
Managers, executives, and reps all use the same Acquisition route, scoped to what each seat is allowed to see, so everyone works the same queue.
Scoping the page
A single filter bar at the top scopes the whole page at once:
- Teams and specific team members — narrow to the people you care about.
- Activity time window — set the period the numbers are measured over.
A KPI summary row reflects the current scope, including new-lead volume and the lead→contact, contact→deal, and average time-to-convert conversions for the people and window you selected.
The funnel
SMVue maps your CRM's lead and contact lifecycle values into funnel stages, then shows:
- Stage conversion — how leads move toward becoming deals.
- Source, cohort, and aging drill-downs — where leads come from, how cohorts convert over time, and how long leads sit before moving.
Filters are reflected in the URL, so you can bookmark or share a particular view.
When your CRM has no separate Leads object
Some CRM tiers (for example, HubSpot Starter) don't expose a separate Leads object. In that case SMVue derives the funnel from your Contacts, bucketed by lifecycle stage. An admin can open the settings drawer to map their own lead-status and lifecycle-stage values to SMVue's funnel roles (new lead / qualified / disqualified). In this derived mode the conversion cards relabel to lead→qualified and qualified→deal, and the triage queue and drill-downs are built from contacts.
Lead triage queue
The triage queue lists the leads and contacts to work, with filters for source, stage role, and aging. Open any record for a timeline drill-down of its synced CRM activity.
Decision support
The page adds a read-only layer that points you at what to act on:
- Period-over-period movement — each KPI and lead source is compared against the immediately prior, equal-length window, so you can see what's moving.
- Per-rep breakdown — each rep's lead→deal conversion and activity volume read against the team average.
- Action queue — a prioritized "what to act on now" list that ranks the strongest signals: aging leads, reps below the team baseline, and sources whose conversion is sliding. Selecting the aging item filters the triage queue to those leads.
What's happening / what to do next
SMVue can also turn the funnel, source-mix, aging, and activity-cadence signals into a short written read of what's happening and what to do next, with the underlying signals cited. If that write-up isn't available, the page falls back to the deterministic numbers — the data and the action queue are always there.
Related
- Dashboard — your daily starting point for coaching.
- Deals — work individual deals once they're in the pipeline.
- CRM integrations — what SMVue syncs from your CRM.