Qase - MOFU Dashboard

Q1 · Pipeline Created — Quarter to Date Q1 2026 · Jan 1 – Mar 25 · vs Q4 2025 same-period pace · 91% of quarter complete

$1.0m

+87% vs Q4 pace

New Business Pipeline QtD

$1.0m

Q1 QtD

$566k

Q4 pace (82d)

$620k

Q4 full quarter

Monthly cohort breakdown

January

$367k

February

$318k

March (QtD)

$351k

          141 deals · sales + marketing sourced · New Business pipeline · createdate · Q4 pace at 82d
        

$18k

Q1 QtD

Expansion Pipeline QtD

Monthly breakdown

January

$13.5k

February

$4.3k

March (QtD)

—

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

01 · March Pulse — 19 Days In Mar 1–25 · counts are 25-day totals · pace projections shown vs Feb full month

Trial Starts

831

Demo Requests

69

All meeting types · meeting_creation_date_cp__c · Mar 1–23

Inbound Opps Created

32

Pipeline Created

$351k

Closed Won

$81k

Self-Serve : Sales Ratio

59 : 15

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 · Mar 2026 (25 days)

Trial Starts

831

↓ 80%

Workspace Activated

~665 email confirmed

80%

↓ 7.1%

Converted to Customer

59 ChartMogul Active

7.1%

💡 59 companies with chartmogul_subscriber_since in Mar and status = Active — 7.1% 23-day conversion (59 of 831 trials). Tracking well — March 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

Current lifecycle stage of all contacts · snapshot as of today · not a cohort flow

JAN

FEB

MoM

MQL

500

351

243

18d

↓ 0% (MQL→SQL — too early for full cohort, 18 days in)

SQL

0

33

0

18d

↓ 5.4% (27 opps / 500 MQLs)

Opportunity

27

33

4

18d

↓ (closes in subsequent months)

Customer

54

81

54

18d

ℹ️ Snapshot note: Each row shows the total count of contacts currently at that lifecycle stage as of today — not entries in a given month. Stages are not mutually exclusive in this view. For a true cohort funnel (e.g. "of leads created in Feb, how many reached SQL?"), that analysis is on the roadmap. — it may reflect the MQL definition threshold or a nurture gap between demo request and sales qualification.

03 · Conversions by Channel Where trials and demos are coming from · Mar 2026 (25 days) · Warmly-assisted flag overlaid

Trial Starts by Lead Source

leadsource · 831 total · Mar 2026 (25 days)

Qase App

~592

70%

Direct

~117

20%

Google AdWords

~22

3%

Organic

~7

1%

ℹ️ "Offline/Other" → correctly attributed as Qase App via lead source. 18 days of data — Zoom, External Referral, Paid Social, Event bundled in Other.

Demo Requests · Pipeline · Closed Won by Lead Source

leadsource · Mar 2026 (25 days)

DEMOS

PIPE $

CW $

Direct

~3

~3

$8k

—

LinkedIn Ads

0

0

—

—

Google AdWords

1

1

$2.5k

—

LeadIQ

~5

~5

—

—

Warmly

~1

~1

—

—

Other

~3

~3

—

—

⚠️ 25 days of data — demo→source and pipeline→source attribution building as March progresses. Pipeline ($351k, 32 deals) driven by multiple channels. LinkedIn Ads: 0 demos from paid social trials.

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 · Mar 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 · Mar 2026 (25 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
Other	~3	—	—	—	LOW VOL

Key insight (lead source view): LinkedIn Ads drives 50% of demo volume but $0 closed won and 3.1% opp rate — volume without value. Google AdWords and LeadIQ are both high quality (86% and ~38% demo→opp). Warmly now surfaces as a named source (~7 demos, ~28% opp rate) instead of being lost in OFFLINE. Direct remains the largest pipeline contributor ($110k) and closed won ($28k).

Hybrid Attribution — Demo Requests

Comparing HubSpot original source vs "how did you hear about us?" · Mar 2026 (25 days)

HubSpot (automated)

Self-reported (form)

Paid Social 50% of demos

HubSpot

64

Self-reported

~Adv/Social

✓ Sources broadly align

Direct Traffic 43% of demos · ⚡ attribution gap

HubSpot

54

Self-reported

~Other/word of mouth

⚡ HubSpot says Direct, contacts say elsewhere — dark social / multi-touch gap. Warmly UTMs will help decode this.

Paid Search 6% of demos · highest quality

HubSpot

7

Self-reported

~Google/Search

✓ Broadly aligned — and highest opp conversion rate (86%)