Funnel Health Monitor
Delivers a digest of conversion rates, stage velocity, and drop-off anomalies versus the prior period, to Slack or email.
A funnel report shows conversion rates once a week. This agent catches the stage that broke yesterday and says so in the morning digest.
What it does
Most funnel reporting is a weekly meeting where someone notices a number looks off and starts asking why. The Funnel Health Monitor computes conversion and stage velocity across the full funnel on the context layer every day, compares each metric to the prior period, and flags the drop-offs that are real anomalies rather than noise. It delivers the read as a daily digest so a broken stage gets seen the day it breaks, not the week after.
- Computes conversion and velocity by stage
- Detects drop-off anomalies
- Sends a daily health digest
Runs under Safe Autonomy. Every move is proposed, approved on your terms, committed, and reversible in one click.
How it works
Trigger to committed action. Every step is logged, and the final write is reversible.
- 1Trigger
The daily health pass runs
Each morning the agent recomputes conversion rate and velocity for every funnel stage over the full funnel on the context layer and lines them up against the prior period.
- 2Step 01
Measure conversion and velocity by stage
It calculates how each stage is converting and how long deals are sitting there, so a slowdown shows up as both a rate drop and a velocity change.
- 3Step 02
Separate anomalies from noise
It compares each metric to its recent baseline and flags only the moves large enough to matter, so the digest highlights the real drop-off instead of every wiggle.
- 4Step 03
Point at the stage that moved
It names the specific stage and direction of the change, so the reader sees where the funnel is leaking rather than just that the total is down.
- 5Commit
Send the digest to Slack or email
The agent posts the daily health digest, with the flagged anomalies up top, to the configured Slack channel or email list, so the team starts the day knowing what changed.
In practice
SQL-to-opportunity conversion drops sharply on a Tuesday, but it hides inside the weekly funnel deck and nobody notices until the Friday pipeline review four days later.
Wednesday morning the agent's digest flagged the SQL-to-opp stage as a statistically real drop versus the prior week and named it at the top of the Slack post.
The team investigates the broken hand-off the same day, while the cause is still fresh, instead of losing four days of leads to a leak no one had spotted yet.
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Put the Funnel Health Monitor to work
It ships on the stack you already own and starts proposing moves the week it goes live. You approve the first few. It earns the longer leash from there.