IVP.ai for sales & marketing teams in field services

See which leads turn into customers and revenue.

Combine CRM, campaign and finance data to see where deals stall, which sources bring in customers and which customer types are worth the most.

IVP.ai / Deskless

July to September 2026

Lead to revenue

Referrals win three times as often.

Most leads come from the website. The best ones come from referrals.

New leads

1,240

this quarter

Won

62

new customers

Lead to win

5.0%

all sources

Paid search

2.7%

lowest win rate

Open deals active this month, by stage

• Qualified96 / 140 · 69%
• Proposal41 / 64 · 64%
• Negotiation18 / 22 · 82%

Win rate by lead source

Source	Leads	Won	Win rate
Referral	120	18	15.0%
Website	610	24	3.9%
Trade shows	210	12	5.7%
Paid search	300	8	2.7%

Won deals are joined to invoices, so revenue is what was billed, not what was forecast.

The quarter in words

Most leads, fewest wins: paid search.

1,240 new leads came in this quarter and 62 became customers. Referrals won 15% of the time. Paid search won 2.7%.

Stalled at proposal

23 deals have sat at proposal stage for more than 30 days.

Next steps

1. 01

   Review the 23 stalled proposals.

   Owner: Sales

2. 02

   Move some paid search budget to referral schemes.

   Owner: Marketing

Illustrative report with fictional data, not customer results or a live product screenshot.