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Glossary

Sales funnel

Definition

A sales funnel is the sequence of stages a person goes through from first seeing an ad to paying; fewer people remain at each stage, hence the name. In a CRM the funnel, or pipeline, is the list of stages a lead or a deal moves through.

Also written: sales funnel, sales pipeline, marketing funnel, lead funnel, conversion funnel, CRM pipeline, funnel stages, воронка продаж, sotuv voronkasi

What is a sales funnel?

A sales funnel is the customer’s path: saw the ad, left a request, talked to a sales manager, paid. Many people enter at the top and few come out at the bottom, hence the shape. In Bitrix24, amoCRM (Kommo) or capiCRM, the CRM inside CAPI Platform, the funnel is a concrete list of stages, usually called a pipeline: a sales manager moves each lead from stage to stage.

What are the stages of a sales funnel?

StageWhat happensWhere it is visible
Impression and clickA person sees the ad and clicksAds Manager
LeadLeaves a request: a lead form or a website formAds Manager and the CRM
Qualified leadA manager makes contact and screens the leadThe CRM only
SaleThe person paysThe CRM only

Stage names differ in every business: “New”, “Contacted”, “Meeting”, “Awaiting payment”. For counting, the meaning matters, not the name. In CAPI Platform each CRM stage is given a meaning: new lead, qualified lead, sale, junk lead or “not counted”. A junk lead drops out of the funnel: at a learning centre, 134 of one week’s 685 leads were junk (2–8 October 2026).

Formula · Stage conversion rate

Conversion rate = people who reached the next stage ÷ people at the previous stage × 100%

Example: A driving school, 2–8 October 2026: 335 ÷ 863 = 39%; 36 ÷ 335 = 11%.

Example: 863 leads → 335 qualified → 36 sales

The report's funnel: 863 ad leads, 335 of them qualified (39%) and 36 sales (11% of the qualified), with the CRM-wide total beside each step.
The report’s funnel: 863 ad leads → 335 qualified (39%) → 36 sales (11% of the qualified). A driving school, 2–8 October 2026. A screen from the product.

That week the driving school spent $885 on ads. At each step the count falls and the price rises: a lead cost $1.03, a qualified lead $2.64, a customer $24.58. The first percentage (39%) shows who the ads bring in; the second (11%) shows what happens to a qualified lead afterwards.

FAQ

Is a sales funnel the same as a CRM pipeline?

Nearly. The sales funnel is the whole path, from the first impression to the payment. The CRM pipeline is the part after the request: a working tool with stages. In Bitrix24 it is often two steps, a Lead first and then a Deal. CAPI Platform tracks the two as one lead.

What is a good funnel conversion rate?

There is no single benchmark: the percentage depends on which stage you count as qualified, on the price and on the sales cycle. Two projects over 30 days (9 September – 8 October 2026): the driving school had 4,221 leads, 1,840 qualified (44%) and 183 sales; the learning centre had 2,393 leads, 1,138 qualified (48%) and 118 sales. Compare your own weeks and creatives with each other, not with another business.

How do funnel stages reach Meta?

An event is tied to a stage: Lead, Purchase, or a custom event named QualifiedLead. When a lead enters that stage, the event goes to Meta through the Conversions API, once per lead. Which stage means what is decided together with the client during set-up.

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