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Documentation Index

Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt

Use this file to discover all available pages before exploring further.

The Pipeline → Analytics view answers the questions every operator wants:
  • How many leads turn into bookings?
  • Where in the pipeline do deals get stuck?
  • How long does an average deal take, end to end?
  • What’s my forecasted revenue?

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What you’ll find on the page

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Funnel chart

A visual showing how many deals are in each stage right now, plus how many moved through each in a chosen time period. Steep drop-offs between two stages tell you where your conversion bottleneck is.

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Conversion rates

For each stage transition (e.g., Lead → Quoted, Quoted → Booked), the percentage of deals that made it through in the chosen window. If only 30% of your quotes turn into bookings, that’s a clear lever to pull (better quote follow-up, faster response time, sharper pricing).

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Time in each stage

Average dwell time per stage. Long average times signal slow points (e.g., quotes sitting too long → leads going cold).

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Stale deals

Deals that haven’t moved in longer than your configured stale threshold. Click through to deal with them.

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Forecasted revenue

Based on:
  • Active deals × their values × stage-specific conversion rates
  • Expected close dates
A rolling 30/60/90-day projection. Use it as a directional read, not a guarantee — it depends entirely on your value estimates being honest.

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Source attribution

For deals closed in the period, where did the lead come from?
  • Widget — chat conversations
  • Voice — phone calls handled by the AI
  • Form — website forms
  • SMS — texts to your business number
  • Manual — added by hand
  • Reactivation — re-engaged via a campaign
This lets you see which channels are actually paying off and where to invest.

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Time period selector

Top-right of the analytics page lets you scope the data to:
  • Today
  • This week (rolling 7d)
  • This month (rolling 30d)
  • This quarter (rolling 90d)
  • All time
The metrics recalculate instantly.

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Filters

You can filter by:
  • Stage — restrict to one column of the kanban
  • Tag — only deals on contacts with a specific tag
  • Assignee — only deals owned by a specific teammate
  • Source — only deals that came from a specific channel
Useful for “how’s my commercial pipeline doing?” or “what’s Alex’s close rate?”

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Limitations

  • We don’t (yet) track win/loss reasons in detail. Marking a deal Lost is just the binary signal.
  • Forecasted revenue uses simple averages, not predictive models — fine for owner-operators, less precise at scale.
  • Multi-deal contacts are counted per-deal (not per-contact) in the funnel, which is usually right but can mislead if you have one customer with many small deals vs. customers with single large deals.

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Reading the data

A few patterns to watch for:
  • Lead → Quoted < 50%: you’re losing leads before quote stage. Probably means the AI isn’t qualifying well or you’re slow to respond. Check Knowledge Base + auto-text settings.
  • Quoted → Booked < 30%: your quotes aren’t converting. Could be pricing, follow-up cadence, or the kind of leads you’re getting (low-intent leads from broad ads).
  • Long time in Booked: your booked appointments aren’t getting started. Maybe scheduling further out than ideal.
  • High Lost ratio in late stages: you’re spending time on deals that don’t close. Better qualifying earlier would save the effort.

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Next

You’re done with Pipeline. Next:

Inbox

Your unified communications view — everything’s there.