Eligible entrants
Record grain: stage entry
Date basis: Stage entry date
Rules: First visit per deal/stage or all visits; only observed history
Sales · Google Sheets sample
GoHighLevel Stage Conversion & Bottlenecks report template
Inspect observed conversion and completed time in stage to find supported bottlenecks. Compare median dwell with its P90 marker instead of relying on current stage counts.
Stage Conversion & Bottlenecks
Invented sample · Fixed as of October 13, 2026 · USD · America/Chicago
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Eligible entrants5Stage entry date
Conversion within window66.7%2 / 3 resolved entrants · 7-day window
Median completed stage dwell2 daysStage entry date
Pending outcomes2Entered cohort and configured window
Observed stage conversion
View chart data
| Group | Value |
|---|---|
| Discovery | 100% |
| Qualified | 0% |
| Proposal | Not enough data |
| Negotiation | Not enough data |
Completed stage dwell
Bar: median · Blue marker: P90
View chart data
| Group | Value | P90 |
|---|---|---|
| Discovery | 3.5 days | 5 days |
| Qualified | 2 days | 2 days |
| Proposal | Not enough data | Not enough data |
| Negotiation | Not enough data | Not enough data |
| Deal | Stage | Entered | Next stage | Outcome | Completed dwell |
|---|---|---|---|---|---|
| o1 | Discovery | 2026-10-01 | Qualified | Converted | 2 days |
| o2 | Discovery | 2026-10-01 | Qualified | Converted | 5 days |
| o3 | Qualified | 2026-10-02 | Negotiation | Not converted | 2 days |
| o4 | Proposal | 2026-10-11 | Not observed | Pending | Open |
| o5 | Discovery | 2026-10-12 | Not observed | Pending | Open |
What the metrics mean
Conversion within window
Record grain: stage entry
Date basis: Entered cohort and configured window
Rules: Successful observed immediate-next-stage entrants / resolved entrants; pending excluded
Median completed stage dwell
Record grain: completed stage visit
Date basis: Stage entry date
Rules: Median completed dwell; pending visits excluded
Pending outcomes
Record grain: stage entry
Date basis: Entered cohort and configured window
Rules: Observation deadline still open without successful transition
Required data and boundaries
- Observed stage entries and exits
- Opportunities
- Accepted stage history
Only observed stage history can support this report. Pending observation windows, skipped stages, and repeat visits need explicit rules; current status alone is insufficient.
Observation start 2026-10-01; gaps: none within observed fixture history. First entry per deal; Immediate next stage only. Still-open observation windows are pending.
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