# graph8 for CRO > graph8 field guide for CRO. Live URLs, real surfaces, screenshots from a public-data showcase tenant. Source: https://docs.graph8.com/roles/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%](../../../../assets/roles/cro/1-analytics-overview.webp) ***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](../../../../assets/roles/cro/2-marketing-funnel.webp) ***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](../../../../assets/roles/cro/3-pipeline-kanban.webp) ***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.* > **Tip: Try this now** > **CRO move.** The Bridge Funnel is the highest-leverage view. 481 identified visitors going nowhere = your team has a routing rule to build. Assign Marketing Ops + RevOps to wire it this week. Watch the Outbound + Reply numbers climb over the next 30 days. ### 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](../../../../assets/roles/cro/4-customers-mrr.webp) ***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.* > **Tip: Try this now** > **CRO move.** Friday afternoon: screenshot the kanban. Diff vs last Friday. If Proposal Sent stagnant, no closes land next week. If Discovery Held isn't growing, SDR pipeline is leaking. Both are leading indicators of the number. ### 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](../../../../assets/roles/cro/5-trials.webp) ***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](../../../../assets/roles/cro/6-churned.webp) ***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](../../../../assets/roles/cro/7-reports-landing.webp) ***Fig 3.3** — `/deals/l/churned`. Lost revenue ledger. Cross-reference Churn Reason monthly to find systemic causes.* > **Tip: Try this now** > **CRO move.** Once a week: scan all three lists. Trial Active < 14d remaining = blocker meeting; Customer past_due = AR call; recent churn = post-mortem call. 30 minutes weekly = full revenue ownership. ### 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](../../../../assets/roles/cro/8-acquisition-channels.webp) ***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)](../../../../assets/roles/cro/9-conversions-goals.webp) ***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.* > **Tip: Try this now** > **CRO move.** Bookmark these as named browser tabs: *"CRO · Activity"* = `/reports`, *"CRO · Conversions"* = `/analytics/conversions`. Open both Monday morning before the leadership call. ### 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`) > **Note: Live copilot exchange** > *Live exchange · 2026-05-20* > > > "Give me a full revenue summary: pipeline, bookings, MRR, churn, and the top 3 risks to hitting the number this quarter." > > Pipeline: > > Top deals: > > Lost Deals: > > Top 3 Risks (Risk #3): > > "Here's the full picture based on live data. Note: MRR isn't tracked natively in Graph8 — I'm inferring from deal data where possible. 13 open deals · $24,490 in named value (3 are TBD/unquantified). a sample deal/Engaged/$7,000/Oct 31 · a sample deal/Demo/$5,988/Feb 28 · stuff/Discovery Held/$5,000/May 15. 23 deals · ~$38K · 21% win rate. Revenue is dangerously concentrated — one deal at $25K = 76% of bookings." ![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](../../../../assets/roles/cro/10-copilot-cro.webp) ***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.* > **Tip: Try this now** > **CRO move.** Sunday night: paste *"Write me a board-ready Q&A: pipeline, bookings, MRR, churn, top 3 risks, 3 specific actions for next 14 days"* into copilot. Edit for 15 min. You just saved 2 hours. ## 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 > **Caution:** > **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