See exactly where deals stall
Everyone can feel that pipeline gets stuck somewhere, but stage-to-stage conversion numbers are inflated by deals still sitting in the funnel, so you're never sure where the real break is. Use Upside to measure conversion on deals that actually resolved and pinpoint the bottleneck.
Funnel · resolved conversion
Bottleneck flaggedMeasured on deals that resolved or advanced — so the rate is real, and the break is obvious.
Measure conversion on deals that actually resolved
Standard funnel reports count every open deal as if it's still going to convert, which flatters your rates and hides the leaks. Use Upside to measure each transition on a resolved-or-past basis (a deal counts toward a stage only once it has closed or advanced beyond it), so your conversion rates reflect what really happened instead of the optimism still sitting in the pipeline.
Resolved-or-past · not inflated
Open deals stop flattering the rate. This is what really happened.
Find the one transition that's costing you the most
When conversion is soft everywhere, teams spread effort thin trying to fix all of it. Use Upside to flag the worst-converting transition as the bottleneck, so you know the single stage that's costing you the most pipeline and can put your energy there instead of everywhere.
Bottleneck · found
Worst-converting transition
Proposal → Closed Won
Put your energy here, not spread across five stages.
See how long deals really sit at each stage
A stage can convert fine and still be quietly killing your velocity. Use Upside to chart time-in-stage and monthly stage entries, so you see where deals pile up and stall, catch the stages that are slow rather than leaky, and fix the aging that never shows up in a conversion rate.
Time in stage · median days
Last 2 quartersProposal converts fine but ages 31 days — a velocity leak, not a rate leak.
Get the takeaways without building the analysis
Funnel analysis usually means an analyst, a week, and a deck that's stale by the time it lands. Use Upside to auto-generate the key takeaways, filter by record type and time window, and refresh it whenever you want, so the read on your funnel is current and self-serve instead of a quarterly project.
Key takeaways · auto
Record type · Q filterSelf-serve and current, not an analyst's quarterly deck.
See it in action
A working miniapp on representative data, embedded right here. Scroll it, click through it, then open the full example.
“Real life is messy. Enterprise cycles are messy. Upside accurately reflects that messy reality, which I think is rare and was impossible before.”
What you get when the funnel tells the truth
What Upside unlocks
Transitions measured on deals that resolved or advanced, so your rates aren't inflated by pipeline that's still open.
The worst-converting transition flagged as the bottleneck, so effort goes to the stage that's actually costing you pipeline.
Time-in-stage and stage-entry trends, so the stages where deals quietly age surface alongside the ones that leak.
“I had the data to make the case. We could see the impact these conversations were having on our bottom line and made the case to invest more.”
Related use cases
Forecast from what's really happening inside every open deal, not the stage a rep last updated.
Turn every open deal into a runbook and coach the team on the moves that get deals through the stuck stage.
Attribute the pipeline that does convert to the channels and touches that created it.
Frequently asked questions
Why does a resolved-or-past funnel matter?
Counting still-open deals as if they'll convert inflates your rates and hides the real leaks. A resolved-or-past funnel only credits a stage once a deal has closed or advanced beyond it, so conversion reflects what actually happened rather than the pipeline you're still hoping on.
Can we scope this to a segment or time period?
Yes. Filter by record type and time window to look at the funnel for a specific segment, product, or period, so you can compare enterprise against commercial, or this quarter against last, without rebuilding the analysis.
See exactly where deals stall
See your funnel measured on deals that actually resolved in a 30-minute walkthrough.