Describe your dashboard. Fi builds it.
Fi is the AI agent inside Definite. Tell it what you’re trying to understand, and it connects your sources, defines the metrics, and builds the dashboard. One conversation, not a project.
Here’s what’s in it
The top row leads with the 4 numbers that matter most: Lead volume, MQL → SQL rate, Win rate, Booked revenue. Each shows a delta versus the prior period so you can see direction at a glance. Below that, 2 trend charts (Lead volume over time, Win rate trend) show how the headline numbers have moved over time. A breakdown (SQLs by channel) splits the metric by dimension so you can see what's driving the total. A detail table (Full funnel conversion) rounds it out with the secondary metrics and their deltas. Every number is computed from the exact formulas shown in the metric table below. Composites are derived from their components, not pasted in, so the KPI tiles, breakdowns, and totals all reconcile to each other.
Lead volume
Data ▾
| Period | Lead Volume |
|---|---|
| Jan | 3.8K |
| Feb | 2.9K |
| Mar | 3.6K |
| Apr | 3.8K |
| May | 3.1K |
| Jun | 3.7K |
| Jul | 4.4K |
| Aug | 5.0K |
| Sep | 5.2K |
| Oct | 5.6K |
| Nov | 5.3K |
| Dec | 6.4K |
MQL → SQL rate
Data ▾
| Period | MQL → SQL Rate |
|---|---|
| Jan | 19.5% |
| Feb | 19.0% |
| Mar | 20.4% |
| Apr | 30.5% |
| May | 23.8% |
| Jun | 31.9% |
| Jul | 36.1% |
| Aug | 34.1% |
| Sep | 34.4% |
| Oct | 38.0% |
| Nov | 31.4% |
| Dec | 26.7% |
Win rate
Data ▾
| Period | Win Rate |
|---|---|
| Jan | 40.4% |
| Feb | 41.4% |
| Mar | 44.0% |
| Apr | 45.2% |
| May | 48.7% |
| Jun | 47.3% |
| Jul | 50.1% |
| Aug | 54.2% |
| Sep | 62.7% |
| Oct | 56.3% |
| Nov | 52.6% |
| Dec | 56.4% |
Booked revenue
Data ▾
| Period | Booked Revenue (Closed Won) |
|---|---|
| Jan | $844K |
| Feb | $807K |
| Mar | $950K |
| Apr | $796K |
| May | $893K |
| Jun | $903K |
| Jul | $998K |
| Aug | $909K |
| Sep | $1.27M |
| Oct | $1.16M |
| Nov | $1.37M |
| Dec | $1.32M |
Lead volume over time
Data ▾
| Period | Lead Volume |
|---|---|
| Jan | 3.8K |
| Feb | 2.9K |
| Mar | 3.6K |
| Apr | 3.8K |
| May | 3.1K |
| Jun | 3.7K |
| Jul | 4.4K |
| Aug | 5.0K |
| Sep | 5.2K |
| Oct | 5.6K |
| Nov | 5.3K |
| Dec | 6.4K |
SQLs by channel
Data ▾
| Channel | SQLs |
|---|---|
| Paid Search | 109 |
| Paid Social | 134 |
| Organic | 168 |
| 125 | |
| Referral | 197 |
Win rate trend
Data ▾
| Period | Win Rate |
|---|---|
| Jan | 40.4% |
| Feb | 41.4% |
| Mar | 44.0% |
| Apr | 45.2% |
| May | 48.7% |
| Jun | 47.3% |
| Jul | 50.1% |
| Aug | 54.2% |
| Sep | 62.7% |
| Oct | 56.3% |
| Nov | 52.6% |
| Dec | 56.4% |
Full funnel conversion
- Where is the biggest stage-over-stage drop-off in the Salesforce funnel?
- Which Salesforce lead source produces leads that close fastest?
- Show me MQL-to-SQL by lead source and SQL-to-close by opportunity owner.
- What would booked revenue look like if our Salesforce win rate improved by 5 points?
- Break the funnel by Salesforce campaign instead of stage.
- Trace this month's closed-won opportunities back to the Salesforce leads that entered the funnel.
- Break conversion by Salesforce lead status and opportunity stage to see where the biggest drop-off is.
- Add velocity: average days from Salesforce lead creation to opportunity closed-won.
- Show funnel conversion by Salesforce opportunity record type so I can compare inbound versus outbound.
Every metric traces back to your systems
This is the part a BI tool can’t fake. Each metric is defined once, in your warehouse, from a specific object in a specific source. Change the definition in one place and every tile, report, and answer moves with it. So the number on the screen is the number in the source.
| Metric | What it measures | How it's calculated | Sources |
|---|---|---|---|
| MQL → SQL Rate | The share of marketing-qualified leads that sales accepts as qualified, the handoff health check between the two teams. | SQLs ÷ MQLs | Salesforce |
| Win Rate | The cleanest read on sales effectiveness: the share of decided deals you win, won divided by won-plus-lost. | Won Deals ÷ (Won Deals + Lost Deals) | Salesforce |
| Lead → MQL Rate | — | MQLs ÷ Lead Volume | Salesforce |
| SQL → Close Rate | — | Won Deals ÷ SQLs | Salesforce |
Have our agent watch for you
A salesforce funnel dashboard tells you what happened, and Fi tells you why. The last step is not having to remember to check. Point Definite at the one number you can’t afford to miss, and it watches that number for you off the same definitions as your dashboard. When it moves, you hear about it before the next review instead of during it. One metric, one action, always reversible.
Built from whatever you already run on
Connect the systems you already use. Any source of these types works, and you don’t move data into a warehouse, because Definite is the warehouse.
No warehouse to stand up or connect. See how the platform models your data →
Build your salesforce funnel dashboard
From signup to a working dashboard in one sitting. No data team required.
Connect your sources
Stripe, your CRM, accounting. Definite syncs and models them automatically.
Decide your metrics
Pick the numbers that matter or let Fi propose them from your data. Every metric gets one definition, governed in one place.
Ask Fi to build it
Describe what you need in plain language. Fi builds the dashboard, and you refine by asking follow-ups.