How to track revenue, forecast, bottlenecks, and the source of sales
See funnel revenue, conversion, and forecast, where deals get stuck, which ones are at risk, and which source and campaign sales come from.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Results › Sales brings together funnel performance: deals, revenue, conversion rate, forecast by month and by stage, time in each stage, bottlenecks, at-risk deals, and the source of sales.
Where to find it in Cognizy
Before you start
- Have deals added to the funnel.
Step by step
- Step 1:
Open and choose the period (30, 60, or 90 days). At the top: Total deals, Revenue, Conversion rate, Won deals and Average cycle.
- Step 2:
In Forecast by closing month and By stage, see revenue weighted by the probability of each stage. Deals without an expected date appear under No date: set the date in the deal.
- Step 3:
In Funnel bottlenecks, see how many deals are in each stage, the average time, and how many are stalled. In At-risk deals, the deals most likely to be lost.
- Step 4:
In Source of sales, group by source, utm, or ad to see leads, conversations, won deals, and revenue from each source. Revenue by campaign shows what each campaign sold.
How to know it worked
You can see how much the funnel is expected to generate, where deals get stuck, and where sales come from. Connect your ad accounts to see spend next to revenue for each campaign.
If something goes wrong
The forecast appears entirely under No date.
Deals don’t have an expected closing date. Open each deal and fill in the date.
Sales appear as Unassigned.
The lead came in without a recorded source. Use forms, links with utm, and connected ads so Cognizy knows where it came from.
Next step
See calendar results.
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