Lead pipeline at a glance (tile + overview card)

What this is

Every inbound inquiry you get, whether it arrives as a phone call someone logs, a web form, a referral, or an import from your CRM, becomes a lead record in Verinode. The Lead Pipeline tile and the Pipeline overview card are the two places on Sales & Marketing where you see that whole funnel at a glance: how many leads you have, what stage each one is sitting in, how many are converting, and which ones have gone stale and need a follow-up. Neither one is a working tool. They are the summary. The actual list you filter, open, and change status on lives at its own page, and both the tile and the card hand you off there with a single tap.

Verinode does not chase your leads for you or decide which one to call next. It reads the lead records already in your account, whether they arrived by a forwarded email, a CRM export, or manual entry, and surfaces the shape of the funnel and which leads have aged past a normal working window. You decide what to do about it.

Where to find it

Open Sales & Marketing from the sidebar, under the Revenue group, at iq.verinode.ai/growth.

• The Lead Pipeline tile sits in its own row on the home page, directly under Take Action and above the Explore row of benchmark tiles.
• The Pipeline overview card is one of the four tabs in the overlay deck that slides in over the home: Findings, Pipeline, Getting Leads, Winning the Work. You land on it by tapping the Lead Pipeline tile, or by tapping the Pipeline tab directly once the deck is open for any other reason. Tapping outside the card, or pressing Escape, closes the deck and drops you back on the home exactly where you left it.

The Lead Pipeline tile

When it appears

The tile only shows up once you have at least one lead on file for the trailing year. Before that, the row is simply absent, there is no placeholder tile telling you leads haven't arrived yet. As soon as your first lead lands (a forwarded inquiry, a CRM import, a manual entry), the row appears with the tile in it.

What it shows

• Label: "Lead Pipeline."
• Headline: your trailing-year lead count, formatted as a plain number followed by "leads" (for example "38 leads").
• Sub-line and accent color, which depend on whether anything in your open pipeline has gone stale:

- If nothing needs attention, the tile's accent is copper and the sub-line reads "Every inquiry that came in. Tap for the overview." - If one or more open leads have gone stale, the accent turns Ember Red and the sub-line reads "N need a follow-up. Tap for the overview," with N being the count of leads needing attention.

• Meta label: a short line reads either "Needs attention" (red state) or "Open the overview" (clean state).
• A chevron on the right edge signals it opens something rather than just displaying a number.

What happens when you tap it

Tapping the tile opens the overlay deck, landing directly on the Pipeline tab, with the deck animating in from the point you tapped. The home page underneath doesn't unmount, it's just covered. This is the same "tap a tile, deck slides in" pattern used everywhere on the platform.

The Pipeline overview card

This is the card behind the Pipeline tab in the deck. It's the same funnel the tile summarizes, laid out with a bit more detail: the stage breakdown, a close rate, and the specific call to make on any lead that's stalled.

Empty state

If you have no leads captured at all, the card reads:

"No leads captured yet. Inbound inquiries appear here as your lead sources flow in, then you can work them by stage."

What it shows once leads exist

Header. "Lead pipeline" as the title, with "Every inquiry that came in, by stage." underneath. On the right, your trailing-year lead total as a large number, labeled "Leads · trailing year" beneath it.

Stage counts. Four numbers side by side, one per stage a lead can be in:

| Stage | What it means | |---|---| | New | Just came in, no decision made yet on whether it converts. | | Quoted | You've priced the job for this lead and are waiting on a decision. | | Won | The lead converted into a signed job. | | Lost | The lead did not convert; a lost reason can be logged against it. |

Each stage shows its count, in the order New, Quoted, Won, Lost, so you can read the funnel left to right the way work actually flows.

Close rate. Underneath the stage counts, a single row reads "Close rate" with a percentage on the right, calculated as won leads divided by every lead you have on file, rounded to the nearest whole percent.

Follow-up status. A final block, below a hairline divider, tells you whether anything in the pipeline needs your attention:

• If one or more open leads have gone stale, the text reads, with the count in Ember Red: "N open lead(s) need a follow-up."
• If every open lead is being actively worked, it reads, in a muted tone: "All open leads are being worked."

The button. Directly under that line:

• "Work the leads that need attention", when something's stale, which takes you to /growth/leads?filter=attention, the full pipeline list pre-filtered to exactly the leads flagged.
• "Open the full pipeline", when nothing's stale, which takes you to /growth/leads unfiltered.

Either way, this is the hand-off point: the overview card tells you the shape of the problem, the button takes you to the page where you actually change a lead's status, add a follow-up, or convert it to a job.

What counts as "needs attention"

Verinode flags a lead as needing attention using two read signals, both drawn from the lead record itself, never a manual status you set:

• A New lead that has sat for a few days with no first response logged against it.
• A Quoted lead that has sat for roughly two weeks with no movement.

A lead that's already converted to a job, or marked Lost, is never flagged, only open leads (New or Quoted) count. This applies the same way whether you're looking at the home tile or the overview card, both are reading the same underlying age-and-status rule; they just count over slightly different windows (the tile's count is scoped to the trailing year, the card's is a wider read across everything on file), so in a fast-growing pipeline you may occasionally see the two numbers differ by a lead or two. Either way, the flag means the same thing: an open lead has been sitting longer than it normally should before someone follows up.

How to use the tile and the card together

Treat the tile as your at-a-glance warning light on the home page: copper means the pipeline is healthy, Ember Red means something's aged out. Tap it when you see red, and the overview card tells you exactly how many stages deep the problem is (stuck in New with no first response, or stuck in Quoted with no decision) and how it splits against your close rate. From there, one tap takes you into the actual working list, filtered to the leads that need the follow-up, so you go from "something's off" to "here's the specific lead to call" in two taps.

Best-practice example

Say the Lead Pipeline tile turns Ember Red reading "3 need a follow-up." Tap it. The overview card shows 22 leads on file, split 5 New, 4 Quoted, 11 Won, 2 Lost, a close rate of 50%, and the follow-up line reading "3 open leads need a follow-up" with a Work the leads that need attention button. Tapping that button drops you straight into /growth/leads filtered to those three, where you can see which are stale New leads with no first response and which are Quoted leads waiting weeks on a decision, and work each one from there.

Related reading

• Sales & Marketing: section overview
• The four Sales & Marketing vitals (hero panel)
• Explore tiles: the Sales & Marketing metric catalog
• The decision workspace
• Clients and carriers
• Forwarding documents
• Connecting your data
• Understanding your margin