Customer Lifecycle
Volume and value tracked across all eight stages of the customer journey, from first reach to referral.
People learn your business exists through LinkedIn, Instagram, Facebook, and other marketing channels.
Leads sourced from awareness channels
Value
You attract and capture interest from potential buyers.
Leads captured, not yet engaged
Value
You evaluate whether a lead fits your ICP and has budget to buy.
Clients being actively evaluated
Value
You pitch, negotiate, and close the deal to win a paying customer.
Deals in negotiation or proposal
Value
You deliver the first positive experience so the customer adopts the product.
Newly won clients onboarding
Value
You provide ongoing support and account management to keep customers.
Open support tickets
Value
You grow account value by selling higher-tier plans or extra services.
Active upsell suggestions
Value
Happy clients recommend your business, feeding new prospects back in.
Referred prospects this period
Illustrative — not yet tracked
Value