Acquisition

The Acquisition page shows what's happening at the top of your funnel and what to do about it: new leads coming in, how they convert toward deals, which sources are working, and which reps are ahead of or behind the team. Open it from Acquisition in the sidebar.

Treat the conversion figures as directional. Funnel conversion reporting is still being reviewed for metric accuracy.

Managers and Executive members assigned inside a manager workspace use the Acquisition route, scoped to what each seat is allowed to see. Acquisition is not part of the organization-level Executive workspace created through Sales Executive onboarding. It is also not part of the focused Rep workspace; reps work their deal queue from My Deals instead.

Scoping the page

A single filter bar at the top scopes the whole page at once:

• Teams and specific team members — narrow to the people you care about.
• Activity time window — set the period the numbers are measured over.

A KPI summary row reflects the current scope, including new-lead volume and the lead→contact, contact→deal, and average time-to-convert conversions for the people and window you selected.

By default, new-lead volume counts leads by when SMVue first synced them. Right after you connect a CRM, that means a large existing book can be reported as new leads even though your CRM created those contacts long ago — hover the metric to see which basis is in use.

SMVue can instead date each lead by when your CRM created it, so a lead your CRM created two years ago stays two years old and only genuinely new leads count. This is being rolled out per workspace and is off by default; ask support to enable it once your CRM has completed a full contact sync. Leads whose provider exposes no creation date, or that have not been picked up by a full sync yet, keep falling back to the date SMVue first saw them.

The funnel

SMVue maps your CRM's lead and contact lifecycle values into funnel stages, then shows:

• Stage conversion — how leads move toward becoming deals.
• Source, cohort, and aging drill-downs — where leads come from, how cohorts convert over time, and how long leads sit before moving.

Filters are reflected in the URL, so you can bookmark or share a particular view.

When your CRM has no separate Leads object

Some CRM tiers (for example, HubSpot Starter) don't expose a separate Leads object. In that case SMVue derives the funnel from your Contacts, bucketed by lifecycle stage. An admin can open the settings drawer to map their own lead-status and lifecycle-stage values to SMVue's funnel roles (new lead / qualified / disqualified). In this derived mode the conversion cards relabel to lead→qualified and qualified→deal, and the triage queue and drill-downs are built from contacts.

Lead triage queue

The triage queue lists the leads and contacts to work, with filters for source, stage role, and aging. Open any record for a timeline drill-down of its synced CRM activity.

Decision support

The page adds a read-only layer that points you at what to act on:

• Period-over-period movement — each KPI and lead source is compared against the immediately prior, equal-length window, so you can see what's moving. If your CRM history does not reach back far enough to cover that prior window, no comparison is shown rather than one measured against a period you have no data for.
• Per-rep breakdown — each rep's lead→deal conversion and activity volume read against the team average.
• Action queue — a prioritized "what to act on now" list that ranks the strongest signals: aging leads, reps below the team baseline, and sources whose conversion is sliding. Selecting the aging item filters the triage queue to those leads.

What's happening / what to do next

SMVue can also turn the funnel, source-mix, aging, and activity-cadence signals into a short written read of what's happening and what to do next, with the underlying signals cited. If that write-up isn't available, the page falls back to the deterministic numbers — the data and the action queue are always there.

Related

• Dashboard — your daily starting point for coaching.
• Deals — work individual deals once they're in the pipeline.
• CRM integrations — what SMVue syncs from your CRM.