Pipeline Dashboard Metrics

Example: If 20 deals enter Discovery but only 8 make it to Proposal, the Discovery → Proposal transition is where most prospects disengage. That's a signal about what happens in the discovery conversation, not a performance judgment.

Average Time in Stage

For each stage, the table shows the rolling average number of days deals spend before moving forward (or being marked Won/Lost). Compare these to your own intuition about how long each stage typically takes:

• A longer-than-expected Application stage may reflect underwriting delays (external, not practice-related)
• A longer-than-expected Discovery stage may reflect scheduling friction or unclear next steps

Loss Reason Breakdown

A bar chart shows the distribution of loss reasons across all lost deals in the selected period. Sort by count to see your most common exit reasons.

Deal Value Tracking

If you enter deal values when creating deals, the analytics page also shows:

• Total pipeline value — Sum of all active deal values
• Won value — Sum of deal values for won deals in the period
• Average deal value — Won deal value / count of won deals

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.