Platform / Report / Lead pipeline
From lead to paid, one row per person.
See where every lead is, which ad brought them and how long they took to pay. No CRM? Mark the stage right in the list.
| Name | Source | Campaign → ad | Stage | Payment | Days to pay |
|---|---|---|---|---|---|
| MRMaya Reyes | Spring offer › Video 2 | Won | $6,000 | 12 | |
| LFLeo Fischer | Lookalike 2% › Carousel | Won | $8,400 | 26 | |
| JMJane Miller | Traffic › Spring LP | Meeting | — | — | |
| SSSara Shah | Advantage+ › Static 1 | Meeting | — | — | |
| TKTom Klein | Retargeting › Reel | Contacted | — | — | |
| PNPriya Nair | From CRM file | New | — | — |
How it works
Step by step.
What you actually get
Lead pipeline, in detail.
Click a stage, see the people
The funnel card filters the list to everyone who reached that stage.
Mark stages without a CRM
Contacted, meeting, won, lost — one click each, saved with the real time.
Won asks for the total
So revenue is real, and Meta learns the value of the sale.
Days to pay
How long each lead took from form to first payment.
Search and filter
By campaign, stage, name, phone or email.
Works on your phone
The list turns into cards on a small screen.
Works with
Connect what you already use.
Meta, your website and a CSV from any CRM today. Direct CRM and payment connections are next.
Do I have to use your stages?
Stages from your CRM file work too; marking them here is for teams without a CRM.
What does 'lost' do?
It closes the lead in the funnel. Nothing is sent to Meta for lost leads.
Who can change stages?
Owners and admins. Analysts can only read.
From lead to paid, one row per person
on your own data.
Book a 30-minute call — we set it up with you live.
Book demo