Dashboards & Analytics · Conversion Reporting

Monthly Conversion Report Foundation

A repeatable monthly conversion report built on canonical definitions, so each month's lead-to-booked-to-won funnel is produced the same way instead of rebuilt by hand.

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1 to 2 weeks
build time
4
outcomes
5
stack tools
6
build steps

Built with real HMX dashboard tool paths

Supabase PostgresCanonical SQL funnel viewspg_cron (monthly snapshot)Next.js 16 server componentsMetabase (export)Supabase PostgresCanonical SQL funnel viewspg_cron (monthly snapshot)Next.js 16 server componentsMetabase (export)

01 // Outcomes

Outcome signals

Same method
every month, fixed in SQL
Funnel
from lead to qualified to booked to won
Month-over-month
comparison built in
Hours
of manual report assembly removed

Case architecture

Monthly Conversion Report Foundation Architecture

6 nodes
the funnel stages and reuse
funnel views computing
Supabase Postgres
Canonical SQL funnel views
Review Queue
Reporting View
  1. 01the funnel stages and reuse

    A repeatable monthly conversion report built on canonical definitions, so each month's lead-to-booked-to-won funnel is produced the same way instea...

  2. 02funnel views computing

    Build funnel views computing stage-to-stage conversion over a configurable month window.

  3. 03Supabase Postgres

    Supabase Postgres contributes the trusted model for Monthly Conversion Report Foundation so metrics are defined before they are visualized.

  4. 04Canonical SQL funnel views

    Add month-over-month comparison and a by-source funnel breakdown.

  5. 05Review Queue

    When automation confidence is low, route the record to a manual owner with the source, stage, and last action attached.

  6. 06Reporting View

    Same method every month, fixed in SQL; Funnel from lead to qualified to booked to won; Month-over-month comparison built in; Hours of manual report...

Problem

The operating gap

The monthly conversion report is reinvented every month in a spreadsheet, takes hours, and is never quite comparable to last month because the method drifts — so trends are unreliable and the report is a chore nobody trusts fully.

Build

What gets built

A standing report layer that computes the conversion funnel (lead to qualified to booked to won) from canonical KPI views over a month window, with month-over-month comparison and a by-source breakdown, rendered as a read-only report and exportable for sharing. The method is fixed in SQL so every month is produced identically.

Build steps

How it ships

Monthly Conversion Report Foundation uses a reporting model and review layer for Dashboards. A repeatable monthly conversion report built on canonical definitions, so each month's lead-to-booked-to-won funnel is produced the same way instea... The architecture connects the funnel stages and reuse, supabase postgres, canonical sql funnel views, and reporting view with an explicit control path.

  1. 01Confirm the funnel stages and reuse the canonical KPI definitions for each conversion step.
  2. 02Build funnel views computing stage-to-stage conversion over a configurable month window.
  3. 03Add month-over-month comparison and a by-source funnel breakdown.
  4. 04Optionally snapshot each month with pg_cron so historical months stay fixed once closed.
  5. 05Render the report read-only with an export for sharing outside the dashboard.
  6. 06Document the method so the monthly report is reproducible and comparable over time.

Stack

Tools and layers

  • Supabase Postgres
  • Canonical SQL funnel views
  • pg_cron (monthly snapshot)
  • Next.js 16 server components
  • Metabase (export)
  • Inputs layer: Confirm the funnel stages and reuse the canonical KPI definitions for each conversion step.
  • Transform layer: Build funnel views computing stage-to-stage conversion over a configurable month window.
  • Metrics layer: Supabase Postgres contributes the trusted model for Monthly Conversion Report Foundation so metrics are defined before they are visualized.
  • Visualization layer: Canonical SQL funnel views handles refresh, review, or reporting delivery while a standing report layer that computes the conversion funnel (lead to qualified to booked to won) from canonical KPI views over a month window, with...
  • Action layer: Same method every month, fixed in SQL; Funnel from lead to qualified to booked to won; Month-over-month comparison built in; Hours of manual report...

Data flow

  1. 01Confirm the funnel stages and reuse the canonical KPI definitions for each conversion step.
  2. 02Build funnel views computing stage-to-stage conversion over a configurable month window.
  3. 03Add month-over-month comparison and a by-source funnel breakdown.
  4. 04Optionally snapshot each month with pg_cron so historical months stay fixed once closed.
  5. 05Render the report read-only with an export for sharing outside the dashboard.
  6. 06Document the method so the monthly report is reproducible and comparable over time.

Controls

  • The monthly conversion report is reinvented every month in a spreadsheet, takes hours, and is never quite comparable to last month because the meth...
  • A standing report layer that computes the conversion funnel (lead to qualified to booked to won) from canonical KPI views over a month window, with...
  • When automation confidence is low, route the record to a manual owner with the source, stage, and last action attached.

Research basis