← All dashboards/Marketing

Your Salesforce marketing funnel dashboard, every stage measured to conversion.

Lead volume, MQLs, SQLs, and conversion rates modeled from Salesforce Leads, Contacts, and Deals, so every handoff from marketing to sales is measured by one definition.

See how to build one in Definite
What’s in a salesforce marketing funnel dashboard?

What’s in a salesforce marketing funnel dashboard?

A Salesforce marketing funnel dashboard models how Leads move through status stages — from first capture to MQL, from MQL to SQL, from SQL to closed Deal. Each stage conversion is computed from Salesforce's Lead, Contact, and Deal objects, so the funnel runs on one system of record.

Salesforce shows you Lead Status counts and Opportunity stages in separate reports, but it does not reconcile the handoff between them or let you model the full funnel as governed metrics. When MQL-to-SQL and SQL-to-close come from the same Lead and Deal records with Change History pinning every transition, the argument over lead quality ends.

Who it’s forHeads of marketing, demand gen leads, and RevOps who run their funnel through Salesforce.

CadenceRefreshed daily; reviewed in the weekly pipeline review and at marketing-sales alignment.

Built fromSalesforce

§ How it works

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.

You
Show me the full funnel from our Salesforce data — lead volume, MQL to SQL conversion from Lead Status and Opportunity stages, and where the drop-off is killing pipeline.
✦ Fi
Here's your salesforce marketing funnel dashboard, on your Salesforce data.
Here’s what’s in it

The top row leads with the 4 numbers that matter most: Lead volume, MQLs, MQL → SQL rate, SQLs. 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, MQL → SQL rate trend) show how the headline numbers have moved over time. A breakdown (MQLs by channel) splits the metric by dimension so you can see what's driving the total. A detail table (Funnel conversion rates) 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.

Illustrative data

Lead volume

6.5K▲ 33.9%
Data ▾
PeriodLead Volume
Jan3.8K
Feb3.4K
Mar3.7K
Apr3.2K
May3.5K
Jun3.8K
Jul4.2K
Aug4.0K
Sep4.7K
Oct5.2K
Nov4.9K
Dec6.5K

MQLs

2.3K▲ 21.0%
Data ▾
PeriodMQLs
Jan1.6K
Feb1.7K
Mar1.6K
Apr1.9K
May2.0K
Jun2.0K
Jul1.7K
Aug1.8K
Sep1.8K
Oct1.8K
Nov1.9K
Dec2.3K

MQL → SQL rate

33.0%▼ 2.0%
Data ▾
PeriodMQL → SQL Rate
Jan19.0%
Feb19.5%
Mar30.0%
Apr23.4%
May21.7%
Jun26.6%
Jul30.4%
Aug34.7%
Sep30.1%
Oct38.1%
Nov33.6%
Dec33.0%

SQLs

749▲ 18.6%
Data ▾
PeriodSQLs
Jan295
Feb334
Mar483
Apr437
May430
Jun521
Jul528
Aug619
Sep535
Oct690
Nov631
Dec749

Lead volume over time

3,000 3,500 4,000 4,500 5,000 5,500 6,000 6,500 7,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Data ▾
PeriodLead Volume
Jan3.8K
Feb3.4K
Mar3.7K
Apr3.2K
May3.5K
Jun3.8K
Jul4.2K
Aug4.0K
Sep4.7K
Oct5.2K
Nov4.9K
Dec6.5K

MQLs by channel

Paid Search Paid Social Organic Email Referral 0 100 200 300 400 500 600
Data ▾
ChannelMQLs
Paid Search359
Paid Social369
Organic488
Email533
Referral523

MQL → SQL rate trend

0 0.2 0.4 0.6 0.8 1 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Data ▾
PeriodMQL → SQL Rate
Jan19.0%
Feb19.5%
Mar30.0%
Apr23.4%
May21.7%
Jun26.6%
Jul30.4%
Aug34.7%
Sep30.1%
Oct38.1%
Nov33.6%
Dec33.0%

Funnel conversion rates

Lead → MQL Rate34.7%▼ 9.6%
MQL → SQL Rate33.0%▼ 2.0%
SQL → Close Rate14.1%▼ 18.8%
✦ Fi
Anything else I can do for you?
You
Where is the biggest drop-off in the Salesforce funnel right now?Which Salesforce Lead source generates the most MQLs that actually become SQLs?Show me MQL-to-SQL rate by Lead source over the last quarter.What would SQL volume look like if our Salesforce MQL-to-SQL rate improved by 5 points?Trace this month's SQLs back to the Salesforce campaigns that generated the Leads.Break MQL-to-SQL rate by Salesforce Lead source to see which channels produce Leads that convert.Show me Activity-attributed Contacts alongside their stage conversion rate.Add a drop-off trend by Salesforce Lead source over the last six months.
  • Where is the biggest drop-off in the Salesforce funnel right now?
  • Which Salesforce Lead source generates the most MQLs that actually become SQLs?
  • Show me MQL-to-SQL rate by Lead source over the last quarter.
  • What would SQL volume look like if our Salesforce MQL-to-SQL rate improved by 5 points?
  • Trace this month's SQLs back to the Salesforce campaigns that generated the Leads.
  • Break MQL-to-SQL rate by Salesforce Lead source to see which channels produce Leads that convert.
  • Show me Activity-attributed Contacts alongside their stage conversion rate.
  • Add a drop-off trend by Salesforce Lead source over the last six months.
First version in a dayFree to start, flat pricingNo infrastructure to set up
§ Why the numbers tie out

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.

Salesforce
◆ LeadLead VolumeMQLsMQL → SQL RateSQLsLead → MQL RateSQL → Close Rate
◆ ContactLead VolumeMQLsMQL → SQL RateLead → MQL Rate
◆ DealMQL → SQL RateSQLsSQL → Close Rate
MetricWhat it measuresHow it's calculatedSources
MQL → SQL RateThe share of marketing-qualified leads that sales accepts as qualified, the handoff health check between the two teams.SQLs ÷ MQLsSalesforce
Lead → MQL Rate—MQLs ÷ Lead VolumeSalesforce
SQL → Close Rate—Won Deals ÷ SQLsSalesforce
§ Then do something about it

Have our agent watch for you

A salesforce marketing 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.

Agents for this stack
Autonomous agent · watch churn
Watch
A metric you choose
net revenue churn
→
Judge
One condition
> 5% week-over-week
→
Act
One action
alert #revenue + open doc
◄──── then waits · cooldown 24h before it can act again ────
Scoped to a single metric and a single action. You arm it; you can disarm it anytime.
§ The data that powers it

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 →

§ Get started

Build your salesforce marketing funnel dashboard

From signup to a working dashboard in one sitting. No data team required.

01

Sign up

Free to start. No credit card, no infrastructure to set up.

Create your account →
02

Connect your sources

Stripe, your CRM, accounting. Definite syncs and models them automatically.

03

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.

04

Ask Fi to build it

Describe what you need in plain language. Fi builds the dashboard, and you refine by asking follow-ups.

§ FAQ

Common questions

Salesforce counts Lead Status changes and Opportunity stages in separate report types, and its standard reports often miss Leads that skip stages or get converted without an Opportunity. The reconciliation map here pins each metric to a single Lead or Deal state, so MQL and SQL each have one definition.
Salesforce, connected through Definite. Leads, Contacts, Deals, and Change History supply the stage transitions and pipeline data. No complement connector is required — the full funnel runs from Salesforce alone.
It is a live ECharts dashboard running on a deterministic synthetic dataset, labeled illustrative. MQL-to-SQL rate is computed from SQLs over MQLs, by the formula in the metric table. Connect your Salesforce instance and Fi builds the same view from your data.
Tell Fi what you need, the way the prompt above reads. Fi connects your Salesforce, proposes the funnel metrics from your Lead statuses and Deal stages, and you refine by asking follow-ups. The first version measures every handoff without a spreadsheet.
Yes. Once the Salesforce funnel is live, connect Google Ads or Meta to layer in cost-per-lead and cost-per-MQL. Fi joins the spend data to your Salesforce stages so you see which campaigns produce Leads that actually convert.

Your answer engine
is one afternoon away.

Book a 30-minute call and watch us build your first dashboard live, with your own data.