graph8 for CRO

A field guide for Chief Revenue Officer. Live URLs, real surfaces. Screenshots captured from a showcase tenant with public-company data only.

The five things to use today

01. Acquisition + Marketing Bridge Funnel — top of the engine

80K visitors, 90% Direct, 481 identified by graph8’s outbound bridge, 0 added to sequence. The marketing-to-sales handoff is where most CRO leaks happen — graph8 makes it visible.

Open these

app.graph8.com/analytics — single-screen marketing pulse
/analytics/marketing — Outbound Bridge Funnel
/analytics/acquisition — channel mix detail

Analytics Overview 79989 unique visitors, 79843 new, 83026 sessions, 99699 page views, Direct 90%, Organic 6%, Referral 4%, Bounce 97.1%, Engagement 1.6%

Fig 1.1 — /analytics. 79,989 unique visitors · 99,699 page views. Direct 90% · Organic 6% · Referral 4%. Bounce 97.1% (long-tail SEO landing pages drive that).

Marketing Bridge Funnel showing 80165 Web Visitors → 481 Identified → 0 Added to Outbound → 0 Replied → 0 Meetings, 0.8% Identification Rate, 0% Outbound Conversion, 0% Reply Rate

Fig 1.2 — /analytics/marketing. The Outbound Bridge Funnel: 80,165 Visitors → 481 Identified (0.8%) → 0 Outbound → 0 Replied → 0 Meetings. The marketing→sales handoff is wired but unused. This is a multi-six-figure ARR fix.

Acquisition channels table showing 81.1K users, 84.3K sessions, your engagement rate, Direct 73706 (90%), Organic Search 4586 (5.8%), Referral 2673 (4%), AI-LLM 144 (0.2%), Other 18, Organic Social 7

Fig 1.3 — /analytics/acquisition. Channels detail: Direct 90% (73.7K) · Organic 5.8% · Referral 4% · AI/LLM 0.2%. AI/LLM at 144 users is small but growing — track that quarter-over-quarter.

02. Pipeline — kanban with $weighted forecast surrogate

Six-stage kanban. $total + $weighted per column. Drag-to-advance. The $weighted sum is the closest thing to a commit forecast graph8 ships today. Per-stage probabilities are configurable.

Open it at

app.graph8.com/deals/pipeline — defaults to kanban view

Pipeline kanban Sales Pipeline showing 6 stages with New Meeting $402K weighted, Discovery Held $9K total, Solution Fit $400 total, Closed Won $25K

Fig 2.1 — /deals/pipeline. New Meeting $402K weighted · Discovery $9K · Solution Fit $400 · Proposal/Verbal Commit empty · Closed Won $25K. Pipeline is top-heavy — most value is in early stages, almost nothing in late-stage commit. CRO insight: build cadence on Proposal/Verbal moves.

03. Book of business + lifecycle states

Customers (paying) · Trials (about to convert or expire) · Churned (lost). All three lifecycle states in one URL pattern. CRO reads all three weekly for the full revenue picture.

Open these

/deals/l/customers — paying book
/deals/l/trials — trials with countdowns
/deals/l/churned — ex-customers

Customers list showing a paying customer $2.5K, a paying customer $2.5K, a paying customer $8.9K, a paying customer $2.4K, a paying customer $499, your account $6.0K, a paying customer $1.5K, a paying customer $2.4K, a paying customer $2.4K

Fig 3.1 — /deals/l/customers. Top of book: a paying customer $8.9K · your account $6.0K · a paying customer $2.5K · a paying customer $2.5K · a paying customer $2.4K. Watch concentration: top 5 customers = ~40% of MRR.

Active trials Ecosparkgrowth, Wudi, Shutdownlabs, Qecad, daewon america, techyscouts, Dr Steve Rad MD, Sg Analytics, element dma with trial-ends days, source, referrer

Fig 3.2 — /deals/l/trials. Active trials with source attribution + countdown timers.

Churned customers Gmail, riseup-asia, x-hydration, a sample deal, Lombard Metals, costmenautomail, Quantum Global Airways with churned/paused status badges

Fig 3.3 — /deals/l/churned. Lost revenue ledger. Cross-reference Churn Reason monthly to find systemic causes.

04. Team activity pulse + conversion analytics

Performance Reports landing tells you if the team is doing the work. Conversions tells you if the work converts. 13 sub-reports for drill-down.

Open these

/reports — Activity Trend + 13 sub-reports (SDR Leaderboard, Meeting Pipeline, Account Health Comparison…)
/analytics/conversions — Goal Completions (Form Submission + Meeting Booked)

Performance Reports landing showing 40423 emails, 9185 dials, 235 replies, 0.6% reply rate, 72 meetings (7d) with Activity Over Time chart and sidebar of 12 sub-reports

Fig 4.1 — /reports. 40.4K emails · 9.2K dials · 235 replies · 0.6% reply rate · 72 meetings (7d). Left sidebar: SDR Leaderboard · Meeting Pipeline · Talk Time Quality · Cross-Account Drift · etc.

Conversions analytics showing 148 Total Conversions, 0.1% rate, 148 Form Submissions, 40 Meetings Booked, Goal Completions table (Form Submission 108 / 59 unique, Meeting Booked 40 / 1 unique)

Fig 4.2 — /analytics/conversions. 148 conversions · 0.1% rate · 108 form submissions · 40 meetings booked. Two goals tracked. Goal-attribution per channel rolls up here.

05. Copilot — full revenue summary with risks-to-the-number, on command

Natural-language exec summary. Pipeline + bookings + churn + 3 risks to hitting the number this quarter, generated in one prompt. CRO-grade output, not chatbot fluff.

Open it at

Cmd+Shift+K · OR sparkle icon top-right
Via WhatsApp / Slack / iMessage / Roam Bridge (/profile?tab=apps)

Copilot CRO response showing live data with Note about MRR not tracked natively, Pipeline section with 13 open deals $24490, deal table with a sample deal/Engaged/$7000/Oct 31, a sample deal/Demo/$5988/Feb 28, stuff/Discovery Held/$5000/May 15

Fig 5.1 — Live copilot response. Honest about gaps (MRR not tracked natively — inferring from deals) and specific about risks (revenue concentration — 76% from one deal). Use the full output as your weekly board-update first draft.

The CRO dashboard tour (5 bookmarks)

To do this	Go here
1. Acquisition pulse	`/analytics`
Marketing Bridge Funnel	`/analytics/marketing`
Acquisition channel detail	`/analytics/acquisition`
2. Pipeline + $weighted forecast	`/deals/pipeline`
3. Paying book + MRR	`/deals/l/customers`
Trials in flight	`/deals/l/trials`
Churned + win-back candidates	`/deals/l/churned`
4. Team activity pulse	`/reports`
Conversions (goals)	`/analytics/conversions`
SDR Leaderboard	`/reports?report=a8`
Meeting Pipeline	`/reports?report=a5`
Account Health Comparison	`/reports?report=a14`
5. Copilot for exec summary	Cmd+Shift+K

Heads-up — known CRO gaps + workarounds

1. MRR not tracked natively. Copilot is honest about this: “I’m inferring from deal data where possible.” Truth lives in /deals/l/customers MRR column + /admin → Customers tab (raw Stripe IDs).

2. Outbound Bridge Funnel shows 0 after Identified. 481 identified visitors going nowhere = your biggest single leak right now. Marketing-to-sales routing rule missing.

3. No commit/best-case/most-likely forecast. Kanban $weighted is the surrogate. Adjust per-stage probabilities in /studio/settings → Revenue → Pipelines to dial in.

4. Pipeline is top-heavy. $402K in New Meeting, $0 in Verbal Commit. Push your AEs on stage advancement — or your forecast is fiction.

5. Revenue concentration risk. Copilot flagged one deal = 76% of bookings. Diversify or hedge.

6. /copilot is 404. Use Cmd+Shift+K from any page, or the sparkle icon.

Generated 2026-05-20 against app.graph8.com (org your org). Surface state verified live before publication