See your real conversion rate
Know how many enquiries become signed clients, and how that changes over time.
See where new clients come from, and where you lose them
strively reports on every stage of your new-client pipeline, from enquiry to signed client. See your conversion rate, spot the bottlenecks and track how each team member is performing.
Included in the Report and Team plans, from £135 a month.
What is sales pipeline reporting for accountants?
Sales pipeline reporting shows how prospective clients move through each stage of winning new work, from first enquiry to signed engagement letter. strively shows your conversion rate at every stage, where prospects drop out and how each team member is performing, so you can see what's working and fix what isn't.
Why practices use pipeline reporting
Find the bottlenecks
Spot the stage where prospects drop out, so you know exactly what to fix.
Manage your team
See how each team member is converting, and where they need support.
How pipeline reporting works
Every enquiry, meeting and proposal in strively feeds your reports automatically.
Enquiries come in
Every enquiry is recorded the moment it arrives.
Stages update
As prospects book, receive proposals and sign, their stage updates automatically.
Spot the gaps
Conversion at each stage shows where prospects drop out.
Act on it
Use team reports to see who needs support and where.
Everything pipeline reporting can do
Conversion at every stage
See how prospects move from enquiry to accepted, booked, proposed and signed.
- Conversion rate for each stage
- Trends over time
- Updated automatically, no spreadsheets
Spot where deals stall
Bottleneck reporting highlights the stage where you lose the most prospects.
- See your biggest drop-off
- Focus follow-ups where they matter
- Pair with proposal tracking to see why
Bottlenecks
Meeting to proposal14 prospects waitingBiggest drop-off
Proposal to signed6 proposals unopenedChasers on
Team performance reports
On the Team plan, see how each team member is converting the enquiries routed to them.
- Conversion by team member
- Meetings and proposals per person
- Spot who needs support
Team · last 90 days
Pipeline reporting for every kind of practice
Understand your growth, whatever kind of practice you run.
Accountants
See which services and client types convert best, and price accordingly.
Example: limited companies convert better than sole tradersBookkeepers
Know how many enquiries you need each month to hit your growth target.
Example: track monthly conversion against your goalPayroll bureaux
See how quickly new payroll clients move from enquiry to signed.
Example: time from enquiry to signed clientTax advisers
Track how each specialist converts the enquiries routed to them.
Example: conversion by adviser on the Team planHow strively's pipeline reporting compares
Most proposal tools report on documents. strively reports on the whole journey, from enquiry to signed client.
strively · Conversion at every stage, from enquiry to signed clientBuilt in
Ignition · Deals add-onPartlyGoProposal · Proposal metrics onlyPartlyFigsFlow · CRM pipeline and deal metricsBuilt inSocket · Leads add-onPartlyBetter Proposals · Document and team reports, pipeline through CRM integrationsPartlyPandaDoc · Document analytics onlyPartlyChecked October 2026 against each tool's published information. Follow a row for the full comparison.
Where pipeline reporting fits in
Every strively feature hands over to the next, from first enquiry to onboarded client.
- Document collection →Questions and uploads, sent automatically.
- AML checks →Checks as part of every onboarding.
- Direct debit mandates →New clients added to your Adfin mandate.
- You're herePipeline reportingSee conversion at every stage.
Frequently asked questions
Sales pipeline reporting shows how prospective clients move through each stage of winning new work, from first enquiry to signed engagement letter, including conversion rates and where prospects drop out.
The full reporting dashboard and conversion analytics are included in the Report plan at £135 a month. Team performance reports are part of the Team plan at £220 a month.
No. Every enquiry, meeting, proposal and signature in strively updates your reports automatically.
Yes. On the Team plan, team performance reports show how each person is converting the enquiries routed to them.
For winning and onboarding new clients, strively tracks every lead through your pipeline. It doesn't do practice management or invoicing, so you keep your existing software for that.
See exactly where your new clients come from
A 30-minute demo, tailored to your firm, using the kind of enquiries you get every week.
Book a demo