👁 Funnel Vision Overview

Funnel Vision shows you exactly who’s in your funnel — not just which accounts. Traditional ABM stops at the company level, but people make buying decisions, not logos. Funnel Vision reveals real contacts engaging with your brand and maps where each person is in their journey — so you know who’s ready and what to do next.

🔍 How It Works

It works across two dimensions: intent and lifecycle stage. Are they researching a problem, comparing solutions, or already in a deal? Are they brand-new or deep in your CRM? Funnel Vision gives you a clear, actionable view of how to move real people closer to conversion.

Intent Stage

What are they researching?

This dimension looks at off-site behavior to understand where someone is in their buying journey:

• Unaware – No signs of research or engagement yet.

• Problem – They’re researching the problem space (off-site intent).

• Solution – They’re comparing vendors, visiting high-intent pages (pricing, demo, etc.).

• Product – Strong buying signals, often paired with recent engagement on high-value pages or topics.

Lifecycle Stage

How engaged are they with your brand?

This is based on your CRM and on-site data — and it's where you'll see the most change over time as we improve the fidelity.

Right now, here’s how we define it:

• Unengaged – No recent on-site activity.

• Marketing Engaged – They’ve visited your site, but not high-intent pages.

• Sales Engaged – They’ve visited key sales pages (e.g., pricing, contact, demo).

• Customer – Identified as a customer either via CRM stage, login behavior, or known internal usage.

Filter and take action

You can filter contacts by funnel position — any of the 16 unique combinations of intent + lifecycle stage. From there, click into any contact to see their individual intent events over the past 30 days, helping you understand their recent activity and determine your next move.

🛠 Set Up Funnel Vision

Configuring Business Units in Funnel Vision

Business Units are your home base for customizing the Funnel Vision experience. From here, you can tailor views by persona, account lists, and intent to zero in on what matters most.

Inside a Business Unit, you can add:

A. Buyer Persona (Start here)

This lets you filter Funnel Vision by who the contact is — making it easier to focus on the right people.

You can define personas using:

• Job title

• Seniority

• Location (U.S. states currently supported)

• Industry

📌 Think of this as your zoom lens — filter to see just the right buyer profile, or zoom out to view all visitors across segments.

B. TAM (Total Addressable Market)

Upload CRM lists that define which companies matter most. This includes:

• Target account lists

• Current customers

• Custom segments (like churn risks or closed-lost accounts)

📌 Think of TAM like setting the stage — it tells Funnel Vision which companies should be in the spotlight. By uploading your CRM lists, you're handing us the guest list. Without it, we might still detect interest, but it won't be tied to the right audience.

Use this to answer questions like:

• “Which of our target accounts are showing high intent?”

• “Are any customers researching alternatives?”

C. Intent Topics

Intent topics power the “intent” signal in Funnel Vision. You can add multiple types:

• Branded – keywords tied to your company, products, or team

• In-Market – broad category or solution-specific terms

• Competitor – terms associated with rival tools or vendors

These help spotlight what your buyers are actively researching — so you can prioritize outreach, ad spend, and engagement based on actual behavior.

Once you’re set up, you’ll be able to:

• View contact activity in real time

• Filter by persona, account, industry, or custom segment

• Export or trigger outreach based on quadrant location

Funnel Vision Playbooks

Funnel Vision makes it easy to run smarter plays based on where real people sit in your funnel. Whether they’re just starting to research or already in a deal, you can build a segment from any funnel position and take instant action — no guesswork needed.

🚀 Explore all 26 built-in playbooks → vector.co/playbooks

🎯 Launch targeted marketing plays
Use your funnel view to trigger hyper-specific actions — from awareness-stage ads to deal-stage retargeting. Vector recommends the best playbooks automatically based on funnel stage.

Here are just a few ways customers are using Funnel Vision today:

• Ad Personalization — Show early-stage ads to low-intent contacts, and conversion-focused content to decision-makers

• Sales Prioritization — Find high-intent stakeholders in pipeline accounts who haven’t been contacted yet

• Customer Success Signals — Spot feature or competitor research before renewal to proactively reach out

• Lifecycle Nudging — Re-engage dormant leads when they show new signs of intent

Funnel Vision Data

Why Am I Not Seeing Any Data?

If your Funnel Vision dashboard looks a little too quiet (👀), don’t worry — it’s often expected in the early days. If you just signed up or recently set up a Business Unit, it may take up to 24 hours for contact-level data to populate. Funnel Vision only shows real people showing real intent, so if no one's visited your site or shown off-site activity yet, the matrix will stay empty until they do.

If you're on a Growth or Enterprise plan, make sure you’ve completed your Business Unit setup — including filters, buyer personas, and intent topics. If you're not sure which plan you're on or what’s missing, just reach out to support@vector.co and we’ll help confirm.

💡 Quick checklist before reaching out:

• Is your Business Unit fully set up and saved?

• Have you added filters, personas, and intent topics?

• Has it been at least 24 hours since setup?

• Are active contacts visiting or showing intent?

If all that’s in place and it’s still empty after 36 hours, feel free to boo us at support@vector.co — we’re happy to haunt your setup 👻

Interpreting the Data

Once contacts begin flowing into Funnel Vision, you’ll see a table of accounts and their activity — with key metrics to help you prioritize and take action. Here’s what each column means:

🔢 Propensity Score

This is a weighted score (out of 100) based on recent contact-level activity — site visits, off-site research, and more. Think of it as your heat signal for which accounts are most active.

👥 Contacts Seen

This shows how many individual contacts we’ve identified from each account. Click the icon to view who they are, and what they’ve been up to.

🔥 Trend Badges

Each account will show a momentum badge based on recent changes in engagement:

• Surging = More activity in the last 7 days than in the prior 30 (100+ points)

• Heating = Positive momentum, but not quite surging

• Cooling = Activity has slowed

🕒 Last Visited

A timestamp of the most recent contact seen on your site — refreshed every 15 minutes.

🔮 You’re Not Guessing Anymore

With Funnel Vision, you're no longer guessing who's in your funnel — you're seeing it. In real time. At the contact level.