How do I see where leads "leak" out of the pipeline?

Go to CRM → Reports → Leakage analysis. Per stage you see:

  • % of leads that went to Lost
  • Top-3 loss reasons (from the dropdown you fill in when marking Lost)
  • Comparison with the previous month

Focus first on the stage with the highest leakage percentage — that is your quick win. Leaking 50% on "Quote sent"? Time to look at pricing, follow-up cadence, or quote template.

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