How to see which lead sources turn into pipeline

The Pipeline Crew traces leads from their recorded source to their current stage, so you can see which sources produce qualified pipeline, not just volume.

Pipeline Crew

When you need this

You know how many leads each channel sends but not which ones ever reach a qualified stage.

How the crew does it

  1. Group leads by recorded source

    Pipeline Crew

    Atlas groups leads and deals by the source field in the CRM, alongside campaign data from connected tools.

  2. Follow each source to its stage

    Pipeline Crew

    It shows how many leads from each source reached each pipeline stage in the period.

  3. Flag untracked sources

    Pipeline Crew

    Leads with no recorded source are counted separately so the gap is visible.

  4. Decide where to put effort

    You

    You decide whether to shift attention, spend or content toward the sources that reach qualified stages.

What waits for you

Any budget, campaign or process change you make from the readout. The readout changes nothing on its own.

Connect

CRM, salesforce, google_analytics, google_ads, meta_ads

Measured by

Qualified pipeline by recorded source, compared period over period.

Limits

The readout depends on source fields being filled in. Budget moves are recommendations handled by the Paid Media Crew with your approval.