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Sales Funnel Analytics Dashboard
Conversion funnel dashboard for B2B SaaS client tracking leads through to closed deals.
Visual funnel showing progression from website visitors → leads → MQL → SQL → opportunities → closed deals. Includes drop-off rates and conversion percentages at each stage.
Features:
Dual funnel view (sales funnel + leads funnel)
Stage-by-stage performance metrics
Drop-off and conversion rate analysis
Detailed data table with counts and percentages
Client uses this to identify bottlenecks in their sales process and optimize conversion rates at each funnel stage.
Tech: Google Looker Studio, Google Sheets
Delivery: 2 days
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Connect with clients, get discovered, and run your business 100% commission-free
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Related posts
Customer Analytics & Retention Dashboard | BigQuery + Looker Studio Marketing Intelligence
For this project, I built a complete customer analytics and retention intelligence dashboard for an aesthetic clinic to help them understand who their clients are, how they grow, and how well they retain them over time.
The goal was to transform raw operational data into clear strategic insights that support marketing decisions, acquisition strategies, and customer retention optimization.
Business Impact
This dashboard allows the clinic to:
✔ Identify the most valuable customer segments
✔ Understand client retention patterns
✔ Optimize marketing acquisition strategies
✔ Focus on high-retention treatments
✔ Track business growth year over year
Most SaaS websites get traffic… but no structured follow up.
So I built a simple lead generation and email automation funnel using Kit to demonstrate how that gap can be solved.
The system includes:
• A lead magnet to capture interest
• A conversion-focused landing page
• A 4 email automated nurturing sequence
• Subscriber tagging to identify high intent leads
• A visual automation workflow
The goal: turn anonymous visitors into demo ready prospects.
Just published the full case study on my profile if you're curious to see how the system works!
Project: B2B SaaS Onboarding Redesign
Context: 14 day trial, multi user analytics and CRM product
Challenge
Teams signed up but never activated. Admins felt overwhelmed by configuration. Workspaces expired without integrations.
Approach
I defined the core aha moment as “see your own revenue or pipeline data inside a live dashboard”.
Everything in onboarding was designed to drive that outcome.
• Welcome screen asks for user goal, not company details
• Personalised checklist based on role and objective
• Sample data to demonstrate value before setup
• Linear, skippable setup with clear progress and time expectations
• Post integration prompt to invite teammates and drive adoption
Result: A guided experience that reduces cognitive load, clarifies what done means, and aligns the entire setup around first value, not feature exposure
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