Not a cumulative conversion funnel. Each live card is counted once at its current stage, using the same dedupe rules the board itself uses, so the chart and the columns can never disagree. Hovering a bar gives 'Leads here now' and 'Share of pipeline'. The project pipeline falls back to distinct opportunities that ever reached each stage, because project cards do not live on the sales board.
Also called: sales funnel · how many deals in each stage · stage counts · share of pipeline
- 1Opportunities are the canonical cards; each is bumped into its current stage bucket.
- 2A synthetic lead only counts if it has no SmartBuild job, is not already covered by an opportunity, is not the held imported backlog, and is not in a non-lead bucket (_team / _supplier / _contractor).
- 3Demo rows and demo-prefixed ids are dropped before counting.
- 4Share of pipeline = that stage's count ÷ total cards on the board.
The route comment explains the switch away from history: counting from the event log 'made history-based counts wrong' because of 'pre-capture moves + mixed opportunity-id conventions', so the analytics now 'MATCH THE BOARD exactly'. It also carries an ACADEMY DEMO GUARD: the seeded demo lead 'passes every skip below and would bump into the org's stage funnel for as long as a paused tour leaves it on the board', so demo rows are filtered on the read side too.
- Analytics and the pipeline board disagreed about how many deals existed.
- Imported backlog leads with no owner inflated the New Lead column.
- A paused Academy tour left a fake lead sitting in the org's real funnel counts.
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