Skip to main content

Understanding Your Pipeline Statistics

A quick guide to the Pipeline Statistics page — the date filter, the funnel chart, the Won column, hiding stages, and what each widget actually counts.

Written by Semira K

What this page shows you

The Pipeline Statistics page gives you a clear view of how your contacts move through your pipeline.

You'll see five things on this page:

  1. Funnel chart: how many contacts reached each stage

  2. Stage distribution: where your contacts are sitting right now

  3. Won contacts: how many you closed, plus a trend line

  4. Lost contacts: how many you marked as Lost, plus a trend line

All five widgets are powered by the same filter at the top of the page, so when you change the filter, every chart updates together.


The filter at the top of the page

At the top of the page, you'll see two controls side-by-side:

  • A date range picker (e.g. "Mar 29 – Apr 27")

  • A "Show contacts that were" selector. This tells DM Tracker which contacts to include in the report

The selector has two options:

1. Created (default)

Counts every contact that was added to your pipeline within the selected date range.

Use this when you want to know: "Of the people that entered my CRM this month, how far did they get?"

2. Moved in the pipeline

Counts every contact whose pipeline stage changed within the selected date range.

Use this when you want to know: "Across all my contacts — old and new — who moved forward this month?"


The funnel chart

The funnel chart is the most important widget on this page. It shows how many of your contacts reached each pipeline stage — and how many dropped off between stages.

How to read the percentages

Each stage shows a percentage. That percentage is the share of contacts from the previous stage that made it to this one.

For example, if "Outreach Sent" has 100 contacts and "In Conversation" has 86, the funnel shows 86%, meaning 86% of the people you reached out to replied.

The Won column

The last column of the funnel is always Won. This is on purpose — no matter how you set up your pipeline stages, Won is the final goal, so it always sits at the end of the funnel.

The Won column counts contacts whose lead status is Won (not contacts in a specific stage). This way the funnel always tells you the same thing: how many of your contacts actually closed.

The first column is the baseline

The first stage in your funnel is your starting point; it's always 100%. Every other stage is shown as a percentage of that first one, so you can see exactly how many drop off at each step.


Showing and hiding pipeline stages

You can choose which stages appear in the funnel chart. This is important: the stages you include have a big impact on how the funnel looks.

Why you'd hide a stage

Most pipelines include "Lost" or "Abandoned" stages that aren't really part of the buying journey — they're a place you move contacts when the deal is dead. If you include them in the funnel, the chart gets confusing because dropoff numbers stop matching reality.

Rule of thumb:

  • Show active stages: Outreach Sent, In Conversation, Interested, Meeting Booked, Negotiation, etc.

  • Hide end-state stages that aren't part of progressing forward: Lost, Abandoned, On Hold, etc.

How to show or hide a stage

  1. Go to Settings → Pipeline Stages

  2. Click the stage you want to edit (or click + Add Stage when creating a new one)

  3. Use the Visible in funnel chart toggle:

    • On — the stage shows up in the funnel

    • Off — the stage is excluded

  4. Save your changes

What happens to contacts in a hidden stage?

If you hide a stage, the contacts currently sitting in that stage are not counted in the funnel chart. They'll still show up in your normal pipeline view or Stage Distribution Pie chart. They're just excluded from the Funnel Chart.


Stage distribution (pie chart)

The pie chart shows where your contacts are right now, broken down by stage.

A few things to know:

  • It uses the same date filter as the rest of the page, so the contacts shown match what's in the funnel

  • The numbers in the pie chart and the funnel may not match exactly — that's normal. The funnel counts every contact that reached a stage at any point in the period, while the pie chart shows where contacts currently sit.


Won and Lost trend charts

Both charts show how many contacts you marked as Won (or Lost) over time, broken into time buckets.

The bucket size adjusts automatically based on your selected date range:

Date range

Buckets shown

Today

Hourly

Last 7 days

Daily

Last 30 days

Daily

Last 90 days

Weekly

All time

Monthly

Custom range

Auto-scaled

The total at the top of each card is the sum of all contacts marked Won (or Lost) during the period.


Frequently asked questions

Why don't the numbers in the funnel match the numbers in the pie chart?

They count slightly different things. The funnel counts every contact that reached a stage during the period (even if they later moved to another one). The pie chart shows where contacts currently sit. Both views are correct; they just answer different questions.

Why are some of my stages missing from the funnel?

They're set to hidden in your pipeline settings. Go to Settings → Pipeline Stages and toggle Visible in funnel chart on for any stage you want to add back.

What's the difference between "Created" and "Moved in the pipeline"?

  • Created = the contact was added during this period

  • Moved in the pipeline = the contact's stage changed during this period (could be an old contact that moved forward this month)


Need more help?

If something on this page doesn't look right, or you're not sure how to set up your pipeline stages, contact our support team and we'll help you out.

Did this answer your question?