Create the weekly funnel operating table
45-60 min
45-60 min
Create an Airtable base called Weekly Funnel Diagnosis before you pull any reports. Add fields for funnel stage, source system, source report, metric name, current period, comparison period, baseline value, current value, absolute change, percent change, affected segment, alert threshold, stage owner, diagnosis status, action owner, and validation metric. Use stages such as sessions, priority page visits, form starts, form submissions, MQLs, SQLs, opportunities, and pipeline, but remove any stage your team cannot measure consistently. Create views for Needs Diagnosis, Owner Review, Actions Due This Week, and Validation Pending. Review the table with demand gen and RevOps once so everyone agrees what counts as a real drop versus normal noise.
A reusable weekly funnel operating table with stages, source reports, thresholds, owners, and review views.
This table is the workflow. Without agreed stages, thresholds, and owners, AI will only summarize dashboard confusion faster.