How to read the cycle from investment to sale and find the bottleneck
See in one screen the amount invested, leads, conversations, appointments, and sales, the health of each stage, and where the cycle gets stuck.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
On this page
Results › Cycle shows the full path: from money put into ads and content all the way to the sale. Each stage (attraction, service, conversion, closing, and return) gets a health badge, and Cognizy points out the bottleneck: the stage holding back results the most.
Where to find it in Cognizy
Step by step
- Step 1:
Open and choose the period (7, 30, or 90 days). The first row summarizes: Invested in ads, New leads, Conversations, Appointments and sales.
- Step 2:
The highlight Cycle bottleneck tells you which stage is slowing the cycle down the most and why.
- Step 3:
In Health of each stage, each step appears as healthy or needs attention, with the numbers that support it.
- Step 4:
In Leads from the last 30 days, see how far each lead got, and in By source the leads, conversations, sales, amount invested, cost per lead, and return for each channel.
How to know it worked
You know which stage loses the most in the cycle and which sources bring in leads that buy. View strategy takes you to the detailed funnel bottleneck.
If it goes wrong
Ad return appears blank.
Connect your Meta or Google ad accounts so Cognizy can read the investment.
Next step
Generate the weekly review and turn the actions into tasks.
Sign in with your Cognizy account to save your progress.
Sign in