Know where your pipeline lives.Zone by zone, branch by branch.
Geography ranks every delivery zone by the work it wins: revenue, enquiry flow, win rate and which sources convert where. The map of your business, so coverage, hiring and effort follow the money.
Pipeline by delivery zone · $ won, sized by colour
Metro North
$4.8M
42% win
Metro West
$3.9M
38% win
Inner East
$2.7M
36% win
Northern
$2.1M
34% win
Southern
$1.6M
30% win
Western
$1.4M
28% win
Regional A
$1.1M
26% win
Regional B
$0.8M
24% win
Coastal
$0.6M
22% win
Metro North and Metro West are 38% of won work this quarter. Coastal and Regional B see thin flow and lower win rates.
Zones active
9
+1 vs prior
Top-3 share
52%
of won $
Best zone
Metro North
$4.8M · 42%
Coverage
23 suburbs
+3
Win spread
22-42%
by zone
Heating
2 zones
gaining share
Service analytics from the team behind $150M+ in revenue influenced
What it answers
The questions behind every coverage decision.
Not a dot on a map. Where the work is, which areas over-deliver, and where to put the next branch or rep.
01
Where does our pipeline actually live?
Every zone ranked by won revenue, so you see the geography of the business at a glance, not a flat national number.
02
Which zones outperform for the effort they get?
Win rate and value against enquiry flow per zone, so an under-served high-converting area stands out.
03
Which channels work in which areas?
Source by zone, so you learn that referral wins in one region while paid carries another.
04
Which zones win which contract sizes?
Deal value by zone, so you match the right offer and team to the right area.
05
Where should we focus, and where should we cut?
Top and bottom zones by return, so coverage decisions follow the money.
06
Which areas are heating up, and which are cooling?
Zone share over time, so you ride a rising area early and react to a fading one before it costs you.
Zone performance
See where the work is, ranked.
A national total hides the geography of the business. Ranking every zone by won revenue, enquiry flow and win rate shows where you are strong, where you are under-served, and where effort is wasted.
Bars are won revenue; the north carries the quarter. Coastal brings enquiries but converts at half the rate of Metro North.
Source × zone
Route each area to the source that wins it.
The channel that wins in one region can be dead in another. The source-by-zone grid shows which acquisition source converts where, so you stop spreading effort evenly and start routing it to where it pays.
Win rate per cell - source against zone, on the same scale
Local strength - the source that owns each area
Wasted spend - sources that never convert in a zone
Referral wins hardest in Metro West; Repeat dominates the north. Route effort to the source that wins each zone.
Momentum & drift
Catch a zone heating or cooling early.
Markets move. A zone gaining share is an opportunity to lean in; one losing it is a warning. Tracking share change by zone turns a slow geographic shift into a decision you make on time.
Share change - gaining vs losing, quarter on quarter
Lean in early - ride a rising zone before competitors
Bars right of centre are gaining share, left are cooling. Metro North (+3.1pp) is heating fastest; Coastal (-2.4pp) is cooling - a coverage call before it becomes a revenue one.
Where the numbers come from
Built on your systems, reconciled to your records.
Pipeline Money is not a parallel set of figures. It joins the systems you already run into one number that ties out, then keeps it current.
☷Your CRM
Every deal, stage, owner and close date. We map your real pipeline stages with you, so the funnel matches how your business actually sells.
HubSpotSalesforcePipedrive
↗Your marketing channels
Spend, clicks and campaigns from every paid source, joined to the deals they created with server-side tracking, lag-corrected to your sales cycle.
GoogleMetaLinkedInMicrosoft
⚙Your operations software
Quoting, job management and finance, so contracted and settled revenue is grounded in delivery, not just CRM optimism.
Job softwareQuotingXero / MYOBCustom
Proof
What operators get when geography is clear.
When every zone is ranked by what it wins, coverage follows the money and thin areas stop draining effort. A sample of the outcomes.
Field services
30:1return
Australian Air Conditioning & Electrical
Heating & cooling
$3M in closed revenue from $100K of spend - 2,600 qualified enquiries traced to the jobs they became over twelve months.
Read case study →
Field services
$5Mnew revenue
I Heat & Cool
Heating & cooling
A full year of new revenue with cost-per-deal cut from $90 to $41.95 once spend was judged on closed jobs, not leads.
Read case study →
Field services
$840Kpipeline
King Cooling
Heating & cooling
1,500 enquiries at a $27 cost per enquiry, with 28% converting to booked jobs - visible, stage by stage, in one view.
We map zones to how you actually operate - branch catchments, postcodes, regions - in onboarding, so the geography matches your business rather than an arbitrary grid.
Usually not. Most CRMs hold enough address or postcode data to place deals; we standardise and roll it up to your zones.
Yes. The source-by-zone grid shows which acquisition channel wins where, so routing and spend follow local strength.
Share change is computed continuously against the prior period, so a heating or cooling zone is flagged early, not in hindsight.
Every zone is ranked on won revenue and win rate, not enquiry count, so the map reflects money, not noise.
See the map of your business.
Connect your CRM. We roll deals up to your zones, rank them by won revenue, and show where the work is heading.
Demonstrative data. A sample of the top-level views - the full drill-downs live in the product.
Pipeline MoneyDemonstrative data · click between views
Pipeline Money · spend traced to closed revenue
Click139,760
Enquiry3,898
Qualified2,350
Quote806
Negotiation544
Won465
Stage funnel · leakage waterfall
Enquiry
3,898 · $48.7M
entered
Qualified
2,350 · $34.1M
60.3%−$6.1M
Quote
806 · $24.9M
34.3%−$9.2M
Negotiation
544 · $18.2M
67.5%−$3.4M
Won
465 · $12.4M
85.5%−$1.6M
Largest leak: Qualified → Quote. $9.2M of qualified pipeline never reaches a quote (34.3% conversion vs 41% prior, significant).
Enquiry cohort · % reached won, by weeks since
Cohort
W0
W2
W4
W6
W8
W10
W12
Jun '26
0.4
1.1
2.0
·
·
·
·
May '26
0.5
1.4
2.8
3.9
4.6
·
·
Apr '26
0.6
1.6
3.0
4.4
5.5
6.1
·
Mar '26
0.5
1.5
3.1
4.7
5.9
6.7
7.0
Feb '26
0.7
1.8
3.4
5.0
6.2
6.9
7.3
Jan '26
0.6
1.6
3.2
4.8
6.0
6.8
7.1
% of enquiries won still maturing (lag-corrected on hover)
Customers · churn & expansion risk
Customers by stage · last 13 weeks, churn & expansion risk scored
EnquiryQualifiedQuoteNegotiationWon
Churn-risk model · at-risk customers, scored
Customer
Value
Churn risk
Signal
Get ahead of it
Atlas Build Co
$142K
High
No job in 9mo, 2 quotes unanswered
Owner call + retention offer this week
Marrickville Group
$98K
High
Spend down 41% QoQ, slower replies
Account review, find the blocker
Coastal Facilities
$76K
Med
Smaller jobs, longer gaps
Check-in + maintenance upsell
Northgate Pty
$64K
Med
Single job, no repeat in 6mo
Nurture sequence + case study
Vertex Services
$51K
Low
Steady, on cycle
Monitor
$1.9M of revenue sits in 21 accounts scored high or medium churn risk. Each carries the signal that flagged it and the move to get ahead of it - the model drives the save, not just the dashboard.
Retention · % of customers and revenue kept over time
You keep 76% of customers and 84% of their revenue at 12 months. The gap between the lines is where small accounts churn but big ones stay - and where a retention play pays back fastest.
Channels · where the work comes from, and which we win
Enquiry share by source · blended win-rate overlay
RepeatReferralWebsiteGoogleMetaPartnerWin rate
Stacked share is where enquiries come from; the white line is blended win rate (right axis). Repeat +4pp and Referral +2pp over 13 weeks.
Win rate by source · enquiry to won, last 90 days
Repeat
46% win
312 enq · avg $54k+3pp
Referral
38% win
264 enq · avg $48k+1pp
Partner
30% win
48 enq · avg $65k+4pp
Meta
30% win
120 enq · avg $32k+0pp
Website
26% win
184 enq · avg $42k-1pp
Google
21% win
64 enq · avg $24k-1pp
Repeat and Referral close at nearly double the rate of paid search - but paid brings volume Repeat never will.
Enq→Qual
Qual→Quote
Quote→Neg
Neg→Won
Repeat
92%
88%
78%
72%
Referral
86%
82%
70%
65%
Meta
82%
76%
64%
55%
Website
78%
73%
58%
48%
Partner
74%
68%
52%
43%
Google
68%
60%
51%
40%
Each row is a source, each column a pipeline transition. Repeat stays tight through every stage; paid sources leak hardest at Negotiation → Won, the price-pressure stage.
People & Performance · rep, team and region
13-week attainment ranking · teams
Each line is a team; y-axis is rank (1 = top). Crossings reveal real shifts. Southern slid from #2 to #5 over the quarter.
Repeat
Google
Meta
Referral
Outbound
S. Tran
-10
+22
+118
+5
-20
R. Okafor
+30
-15
+12
+44
-30
J. Mehta
+15
+40
-25
+30
+10
L. Cheng
-20
+33
+28
-10
+25
D. Ross
+45
-18
+9
+20
-24
A. Pulu
+12
+25
-30
+40
+15
N. Haddad
-40
+18
+35
-12
+28
M. Anderson
+20
-22
+8
+15
-54
Cell = a rep's conversion on that source vs their team median. S. Tran converts +118% on Meta; M. Anderson is -54% on Outbound. A routing signal, surfaced for your judgement.
Activity per rep · weighted touches / week
Each dot is a rep; size is attainment. Spread runs 45 to 112 a week, but activity and conversion correlate only 0.42 - three light-activity reps still close above median (large dots left of the line).
Won / Lost · why deals die
Price
Timing
Competitor
Scope / fit
No budget
Stage $
Enquiry
$0.2M
2%
$0.9M
7%
$0.1M
1%
$0.2M
2%
$0.7M
6%
$2.1M
Qualified
$0.4M
3%
$0.8M
7%
$0.4M
3%
$0.3M
2%
$0.5M
4%
$2.4M
Quote
$1.1M
9%
$0.6M
5%
$0.9M
7%
$0.5M
4%
$0.3M
2%
$3.4M
Negotiation
$2.3M
19%
$0.5M
4%
$1.1M
9%
$0.4M
3%
$0.1M
1%
$4.4M
Reason $
$4.0M
$2.8M
$2.5M
$1.4M
$1.6M
$12.3M
Darker = more revenue lost there. Price dominates and concentrates late, at Negotiation ($2.3M); Timing losses cluster early. Click any cell in-product for the lost-deal cohort.
Reason trend · $M lost per week, last 12 weeks
Price+74%
$5.4M last wkP50 $4.3M
Timing-33%
$2.4M last wkP50 $3.0M
Competitor+71%
$2.4M last wkP50 $2.1M
Scope / fit+25%
$1.5M last wkP50 $1.4M
No budget-44%
$1.0M last wkP50 $1.3M
Unresponsive-44%
$0.5M last wkP50 $0.6M
Price is accelerating (+74%) while Timing and No budget decay - the loss mix is shifting toward a fixable reason.
Negotiation → Won leak · sub-reasons
Lower bidder won
38%
of stage loss
Margin-floor breach
24%
of stage loss
Spec / scope change
18%
of stage loss
Slow response
12%
of stage loss
Other
8%
of stage loss
41% of proposals at negotiation never close. Lower-bidder wins (38%) and margin-floor breaches (24%) lead - both are recoverable with the right pricing move, median dwell 42 days before lost.
Velocity & Lag · how fast money moves
Survival curves · enquiry to won, by source
Each line is the share of enquiries still open over time. Repeat converts fast - half are won by day 30; Google carries a long tail.
Time-in-stage · P10-P90 days, by step (funnel order)
Box = P25-P75, the line is the median, whiskers are P10-P90. Quote is the slowest and most variable stage - median 18 days, with a P90 tail stretching to 44.
Lag-corrected forecast · next 90 days
Bankable
$8.1M
won + near-certain
In-flight
$15.0M
open, weighted
Projected
$18.2M
90% CI $15.1-21.6M
Coverage
1.8×
vs plan
In-flight pipe is lag-corrected from your own cycle, so the $18.2M projection reflects how deals really mature, not a straight line.
Geography · zone by zone
Pipeline by delivery zone · $ won, sized by colour
Metro North
$4.8M
42% win
Metro West
$3.9M
38% win
Inner East
$2.7M
36% win
Northern
$2.1M
34% win
Southern
$1.6M
30% win
Western
$1.4M
28% win
Regional A
$1.1M
26% win
Regional B
$0.8M
24% win
Coastal
$0.6M
22% win
Metro North and Metro West are 38% of won work this quarter. Coastal and Regional B see thin flow and lower win rates.
Top zones · won $, enquiries, win rate
Metro North
$4.8M
132 enq · 42% win
Metro West
$3.9M
118 enq · 38% win
Inner East
$2.7M
84 enq · 36% win
Northern
$2.1M
72 enq · 34% win
Southern
$1.6M
58 enq · 30% win
Coastal
$0.6M
26 enq · 22% win
Bars are won revenue; the north carries the quarter. Coastal brings enquiries but converts at half the rate of Metro North.
Win rate · source × zone
M.North
M.West
East
North
South
Repeat
46%
42%
40%
34%
30%
Referral
38%
40%
36%
30%
28%
Website
26%
24%
30%
28%
22%
Google
21%
20%
24%
26%
20%
Meta
30%
28%
26%
22%
24%
Referral wins hardest in Metro West; Repeat dominates the north. Route effort to the source that wins each zone.
Pipeline Economics · CAC, payback, LTV:CAC
Cost per enquiry · as it escalates through the funnel
Per enquiry
$116
raw acquisition
Per qualified
$198
after qualification
Per quote
$305
after quoting effort
Per won (CAC)
$584
fully loaded
Acquisition looks cheap at $116 an enquiry; loaded through to a won deal the true CAC is $584. The gap is where efficiency is won or lost.
Pipe coverage · region × quarter (× plan)
Q1
Q2
Q3
This Q
Metro
1.4×
1.6×
1.7×
1.9×
Northern
1.2×
1.3×
1.5×
1.6×
Southern
1.0×
1.1×
1.2×
1.4×
Regional
0.8×
0.9×
1.0×
1.1×
Metro is well covered at 1.9× plan; Regional trails at 1.1× - where the next bit of pipeline-building should aim.
Lifetime value vs loaded CAC · by source
Up and to the left is best - high lifetime value at low cost. Repeat sits top-left ($54k LTV, $66 CAC, 8.2:1); Google is bottom-right, barely clearing its loaded cost at 1.7:1.