Marketing Pipeline Dashboard: Custom Funnel Analytics & Stage Distribution Tracking in GHL

Problem:

A roofing business running multiple lead sources (social conversations, door knocking, hailstorm events, online booking, callbacks) had no unified view of how leads were moving through their pipeline, making it impossible to identify bottlenecks or optimize conversion rates across channels.

Solution:

Built a custom GHL dashboard featuring a full marketing pipeline funnel visualization showing cumulative volume and next-step conversion rates across 10 pipeline stages, paired with a stage distribution donut chart giving an at-a-glance breakdown of where all active leads currently sit, filterable by date for period-specific reporting.

Result:

Gave the sales team instant visibility into pipeline health across all lead sources, identifying exactly where leads were dropping off and which stages were converting cleanly, enabling data-driven decisions on where to focus follow-up effort.