> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Prospecting funnel

> See how far prospecting leads get, measured from the app's own records instead of the stage Operators set.

Open **Admin → Prospecting → Funnel**. The page shows how far leads got after
they were routed to Operators. It is restricted to FM admins and covers every
Operator and campaign.

## What each step counts

Leads are grouped by the day they arrived, in Mountain time. Each step counts the
leads that reached at least that step, so the numbers never grow down the funnel.

| Step | A lead counts when |
| - | - |
| Leads received | It was routed to an Operator. |
| Delivered | Delivery created it as a contact in the Operator's CRM. |
| Applied | A credit report was pulled for that contact in the Operator's Location. |
| Approved or better | It is funded, or a lender approved its term loan. |
| Funded | A funding plan is marked approved or better, its term loan funded, or a funded amount is pinned on the lead. |

**Funded** uses the same rule as the weekly lender report. Card funding plans
don't get a separate Funded status, so a card plan marked Approved counts as
funded. **\$ funded** sums the funded plan amounts, or the pinned funded amount
when the lead has one.

Each step shows its conversion from the previous step and from leads received.
Below the funnel, the same counts are broken down by campaign and by Operator.

## Choose the dates

Pick **Last 7 days**, **Last 30 days**, **Last 90 days**, **All time**, or
**Custom** with a start and end date. The range selects leads by the day they
arrived, so a lead from August that funded in October counts in August.
Recent days are still converting and will rise as applicants move forward.

## Blind spots

* Funding recorded only outside the app is not counted.
* Some funded leads rely on a funded amount pinned on the lead by an Operator or
  staff. The page shows how many leads and dollars that covers.
* Funded leads without a recorded amount count as funded but add nothing to
  \$ funded. The page shows how many there are.

## Freshness

The last 7 days of lead arrivals refresh every hour and older days refresh
nightly. The page shows when the oldest day in the selected range was last
refreshed. If some days in the range have not been computed yet, for example
right after the page first ships, a warning says how many and the totals leave
them out until the next refresh.

If an Operator's contact has more funding plans than the lender report reads
per contact, the page says how many leads that affects; their funding may be
undercounted.

## Operator-reported stages

The **Leads** page still shows the stage Operators set on each lead (for example
"Funded · paid"). Those numbers are labeled **Operator-reported** because
Operators rarely update them; use the Funnel page for measured conversion.


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