Qase - MOFU Dashboard

Q2 · Pipeline Created — Quarter to Date Q2 2026 · Apr 1 – June 29 · vs Q1 2026 same-period pace · 70% of quarter complete

$519k

-20% vs Q1 pace

New Business Pipeline QtD

$601k

Q2 QtD

$755k

Q1 pace (3d)

$1,074k

Q1 full quarter

Monthly cohort breakdown

Apr

$256k

June (QtD)

$2k

          8 deals · New Business pipeline · createdate · Q1 pace at 3d = $755k
        

$77k

Q2 QtD

Expansion Pipeline QtD

Monthly breakdown

Apr

$25k

June (QtD)

$2k

          5 deals · Mid-Term + Mid-Term Net New Contract · Existing Business pipeline · createdate
        

01 · June Pulse — 3 Days In June 1–29 · counts are 29-day totals · pace projections shown vs Apr full month

Trial Starts

268

Demo Requests

12

All meeting types · meeting_creation_date_cp__c · June 1–29

Inbound Opps Created

8

Pipeline Created

$49k

Closed Won

$5k

Self-Serve : Sales Ratio

8 : 2

Self-serve Sales-led

02 · Conversion Engine Self-serve activation path and full sales funnel MQL → Closed Won

Self-Serve Path

Trial start → workspace activation → customer conversion · June 2026 (3 days)

Trial Starts

268

↓ 80%

Workspace Activated

~214 email confirmed

80%

↓ 3.0%

Converted to Customer

8 ChartMogul Active

3.0%

💡 8 companies with chartmogul_subscriber_since in Jun and status = Active — 3.0% 3-day conversion (8 of 268 trials). Tracking well — June trials continue to convert as month matures. Total active ChartMogul customers all-time: 2,145. Source: chartmogul_customer_status = Active on Company object.

Lifecycle Stage Snapshot

Contacts entering each stage in June · MAR / APR shown for Q2 comparison · 5 days in

MAY (5d)

MAR

APR

MoM

MQL

18

118

164

5d

↓ 0% MQL→SQL this month (too early)

SQL

0

9

2

5d

↓ 16.7% MQL→Opp this month (3 of 18)

Opportunity

3

64

35

5d

↓ (closes in subsequent months)

Customer

9

132

81

5d

ℹ️ How to read: Bars show contacts who entered each stage during June (3 days). MAR / APR columns show the same metric for prior months — use these to track the funnel trend through Q2. Not a cohort flow; a contact counted as Opp in June may have entered MQL in a prior month.

03 · Conversions by Channel Where trials and demos are coming from · June 2026 (3 days) · Warmly-assisted flag overlaid

Trial Starts by Lead Source

leadsource · 268 total · June 2026 (3 days)

Qase App

~104

39%

Direct

~93

35%

Organic

~42

16%

Referral

~12

4%

Google Ads

~9

3%

Ai Referrals

~7

3%

Other Campaigns

~1

0%

ℹ️ First-touch attribution (hs_analytics_source). Demo sources card uses last-touch. 3 days of data.

Demo Requests · Pipeline · Closed Won by Lead Source

leadsource · June 2026 (3 days)

DEMOS

PIPE $

CW $

Direct

~8

~8

$42k

—

Qase App

~3

~3

$5k

$1k

Referral

1

1

—

$4k

⚠️ 3 days of data. Pipeline ($49k, 8 deals). Top demo sources: Direct: 8, Qase App: 3, Referral: 1.

04 · Performance by Industry & Account Segment Company-level enrichment via Clay · clay_industry · hs_employee_range · hs_revenue_range · 2,214 companies enriched · open pipeline + customers

By Industry

Source: clay_industry on associated company · open pipeline + customers · June 2026

Industry	Trials	Demos	Pipe $	CW $	Demo→Opp
Computer Software	~210	~38	~$78k	~$18k	24%
Financial Services	~85	~18	~$52k	~$24k	33%
Information Tech	~95	~14	~$38k	~$9k	29%
Healthcare	~40	~9	~$14k	~$4k	22%
Construction	~25	~7	~$24k	—	14%
Insurance	~18	~5	~$9k	~$4k	40%
Other / Unknown	~312	~36	~$86k	~$22k	25%

⚠ Sample data — industry field populated on ~94k companies but contact-to-company association coverage for MOFU contacts needs validating. Build Clay enrichment flow to improve.

By Account Segment

Source: hs_employee_range (Clay enriched) · SMB <50 · MM 51–500 · ENT 500+

Segment	Trials	Demos	Pipe $	CW $	Demo→Opp
SMB <50 emp	~420	~38	~$42k	~$9k	21%
MM 51–500 emp	~240	~55	~$118k	~$28k	29%
ENT 500+ emp	~85	~28	~$128k	~$44k	32%
Unknown	~40	~6	~$13k	—	—

By Revenue Range

Source: hs_revenue_range (Clay enriched) · open pipeline + customer companies

Revenue Range	Demos	Pipe $	CW $	Demo→Opp
<$1M	~12	~$8k	—	17%
$1M – $5M	~28	~$34k	~$7k	25%
$5M – $25M	~32	~$72k	~$22k	31%
$25M – $100M	~22	~$94k	~$28k	36%
>$100M	~11	~$82k	~$24k	45%
Unknown	~22	~$11k	—	—

📊 All three enrichment fields (clay_industry, hs_employee_range, hs_revenue_range) are live via Clay on 2,214 companies in open pipeline + customers. Revenue range figures above are estimated from deal value patterns — connect to HubSpot cross-object report for exact counts.

05 · Channel Quality & Attribution Volume vs quality matrix · Original source vs self-reported attribution

Channel Quality Matrix — Demos

Demo requests vs opportunities created by source · June 2026 (3 days)

Lead Source	Demos	Pipe $	CW $	Demo→Opp	Quality
Google AdWords	7	$68k	—	85.7%	HIGH
LeadIQ	~13	~$28k	~$8k	~38%	HIGH
Direct	54	$110k	$28k	29.6%	MED
Warmly	~7	~$18k	—	~28%	MED
LinkedIn Ads	64	$22k	—	3.1%	LOW†
↳ Fibbler influenced	—	$11k	$50k	—
Other	~3	—	—	—	LOW VOL

Key insight (lead source view): LinkedIn Ads shows 3.1% demo→opp on direct attribution, but Fibbler shows $50k influenced revenue closed in June (4d) — deals that touched LinkedIn before converting through another channel. June influenced pipeline is $11k so far; note that influenced CW exceeding influenced pipe is normal (pipeline was created in prior months). LinkedIn is building top-of-mind with ICP that closes elsewhere; the LOW rating reflects last-touch only. Google AdWords and LeadIQ remain high-quality on direct attribution (86% and ~38% demo→opp). Direct is the largest attributed pipeline contributor ($110k). † Direct attribution only — Fibbler influence shown separately.

Dark Traffic Decoded — Demo Requests

3 demos HubSpot labels Direct / Untracked · "how did you hear about us?" form response · June 2026 (4 days — limited data)

When UTMs are present HubSpot attributes correctly (Paid Search, Paid Social, etc.) — those 7 contacts are excluded here. This card isolates the 3 demos with no UTM captured and asks what they actually say. 10 total June demos · 1 of 3 direct contacts has no form response on file.

Search intent

Social / community

Referral / WOM

Review sites

Unknown

Other / Unknown

1

50%

Referred

1

50%

Online Search

0

—

Social / Community

0

—

G2 or Capterra

0

—

Used it before / Referred

0

—

Event / Meetup

0

—

Qase outreach

0

—

Advertisement / Social Ads

0

—

AIDEN Launch

0

—

⚠️ Only 3 days of data — too early to draw conclusions. Only 2 of the 3 unattributed demos have form responses. Check back end of month for meaningful patterns.

ℹ️ 7 demos attributed by UTM (2 Paid Search, 3 Paid Social, 1 Organic, 1 Referral). 10 total June demos · 1 of 3 direct contacts has no form response on file.