JourneyVision

The product

Your funnel, reconstructed from Salesforce — and finally trustworthy.

Connect once, read-only. JourneyVision rebuilds every trip through your funnel, flags the data problems distorting your numbers, and answers your questions in plain English.

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However you got here

Some teams build the custom Journey object, the Apex triggers, the BI layer — then spend forever maintaining it. Others scope that project, see the cost, and pass. Plenty never had the budget, or a clean way to solve it at all. The result's the same: no trustworthy view of the funnel. JourneyVision replaces every one of those paths — connect Salesforce read-only, and your funnel is reconstructed for you.

Every stage, every trip, from creation to closed-won.

JourneyVision reads your Leads, Contacts, Accounts, Opportunities, and Campaigns and reconstructs the path each person and account took through your funnel. See it as a funnel (where conversion and velocity break down), a cohort (how a given month's leads actually progressed), or a full journey (the real sequence of stages behind a won — or lost — deal).

Journey Paths — a Sankey diagram tracing every stage from Person Created through Closed Won and Closed Lost Cohort Funnel View showing 117 in cohort, stage-by-stage conversion from Person Created through Closed Won
AI Analyst chat exchange with a clarifying question, then a final answer with the metric and an expandable 'Show your work' trace

Ask your funnel anything. See exactly how it answered.

Type a question the way you'd ask a colleague — "What's enterprise MQL-to-SQL this quarter versus last?" — and get the number in seconds, with its work shown alongside: the exact steps it took and the data behind them. It's the speed of just asking, with the auditability of doing it yourself. No pivot tables. No black box. No waiting on the one person who knows the schema.

Know what broke before it becomes a surprise.

JourneyVision watches your funnel over time and flags meaningful shifts — a stage that suddenly stops converting, a source that dries up, hygiene that's quietly getting worse — so problems reach you as an alert, not as a question in a QBR.

Anomalies board flagging 3 metrics: an MQL volume spike paired with a collapsed MQL to SQL conversion rate

Read-only. Live in an afternoon.

Connect Salesforce with a read-only grant, JourneyVision syncs and reconstructs your funnel, and you're exploring it the same day. No custom objects to create, no Apex to deploy, no BI project to staff.

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