RevOps Audit
Funnel Leakage Analysis(Free Download)
Data-driven funnel template: Visitors → Leads → MQL → SQL → Opportunities → Closed Won with conversion & drop-off metrics, revenue impact, leakage flags, RCA framework, and auto recommendations.
Template preview
Funnel leakage analysis
What's included
Overview, funnel inputs, performance table, bar visualization, leakage identification, revenue impact & what-if, transition metrics with benchmarks, overall health score, RCA framework, recommendations, formulas; export CSV.
funnel Stages6
transitions5
Automation rules
- Flags critical leakage when health <50 or drop-off ≥70%
- What-if applies relative lift to largest %-drop transition
Template specs
Difficulty
Advanced
Setup time1–2 hours
IndustryUniversal
Plan required
Free
Updated 2026-04-09
No credit card · Free forever
Interactive framework for RevOps, Marketing, and Sales to track volumes, stage-to-stage and cumulative conversion, drop-off %, estimated lost revenue per transition, transition health scores vs benchmarks, overall funnel health (0–100) with performance classification, and what-if revenue gain from improving the worst transition. Includes funnel visualization, critical leakage highlighting, Marketing/Sales/Process/Data root-cause prompts, optimization insights, formula reference, local save, and CSV export for Excel, Sheets, Notion, or PDF.
The Problem This Solves
Teams feel pipeline pain but lack a single view of where conversion breaks and what it costs. Fixing the wrong stage wastes budget and time.
Who It's For
RevOps, demand generation, marketing operations, sales leadership, and analysts improving funnel efficiency.
Use Cases
- Identify largest % drop-off and highest volume-loss transitions
- Quantify revenue impact and run a simple what-if on the weakest link
- Run structured RCA before funding campaigns or headcount
- Align marketing and sales on definitions and handoff fixes
How to Use This Template
- 1
Enter cohort volumes for each standard stage (or your period totals)
- 2
Set ACV for revenue estimates; use the improvement % to model lift on the worst transition
- 3
Review leakage callouts, transition table, and health vs benchmarks
- 4
Document root causes and export for leadership or QBR
Frequently Asked Questions
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