Platform
How Funnel Economics Works
A modular architecture: Funnel Economics Core, a secure, lightweight Salesforce 2GP foundation, combined with the optional Funnel Economics Strategist — an AI connection through the MCP server for any language model you choose.
One e-mail is enough. No form, no sign-up.
Funnel Economics Core · The Secure CRM Foundation
Native Salesforce power. Maximum efficiency and IP protection.
No Data Cloud required
The 2GP solution deliberately avoids expensive platform add-ons. All you need is a standard Salesforce Enterprise Edition.
Protected IP
The package's code is compiled: you can neither inspect nor modify it.
Masked AI commentary
AI data transfer is off by default and enabled per org and per user. Before a commentary call leaves, the package masks personal data; with Agentforce, the Einstein Trust Layer applies on top.
Funnel Economics Strategist · The External AI Interface
Optional MCP backend & multi-LLM flexibility.
Bring Your Own AI
Your choice of data path
With Core alone, the analysis runs inside your Salesforce tenant, and its AI commentary — off by default — masks personal data before any call leaves. Adding the optional Strategist sends prepared context through a service we operate to the enterprise LLM you choose — Anthropic Claude, Google Gemini, Microsoft Copilot — under your own agreement with that vendor.
Out-of-the-Box
A Dashboard Suite From Day One
Every Funnel Economics Core install ships with a complete, role-based dashboard structure — Executive, Operational, and Individual — each analyzed by your choice of native Agentforce or Funnel Economics Strategist.
Board-ready scenario comparison: three views of the expected yield, condensed into one executive assessment.
Illustrative example from shared, non-production demo data. Names anonymized.
The Real Difference
Funnel Economics Core vs. Funnel Economics Strategist
The difference isn't AI or no AI — both paths use it. See it, not just read about it: the same audit, from the same PDF you saw on the homepage, shown two ways.
What you see
Funnel Economics Core
bEFV
€1,107,545
rEFV
€638,479
EVL
€469,066
Funnel Economics Strategist
The latest completed build model (R4Q BUILD, FY26 Q2) quantifies the structural revenue potential of the New Business pipeline at €1,107,545 (bEFV). Weighted by age against the SLA of the stage, the realistically achievable value drops to €638,479 (rEFV) — a risk markdown of €469,066 (-42.4% EVL).
How it reasons
Funnel Economics Core
No reasoning shown — the number stands alone.
Funnel Economics Strategist
In Discovery, Business Alignment and Consensus, most of the open volume sits in the STALLED band: the total age of these deals is above the maximum SLA of their stage. This is the primary driver of the €469k leakage.
What happens next
Funnel Economics Core
No recommendation — a human has to decide.
Funnel Economics Strategist
Check the SLA of the Three Stages Against the Win History
In Discovery, actual dwell time is 257 days vs. a 20-day SLA, and 96% of the volume sits in the STALLED band; likewise Business Alignment and Consensus. First check, for this opportunity type, whether the SLA of these stages fits the organization's own win history. Only then are individual deals decided.
Two Paths, One Foundation
Path A · Funnel Economics Core
100% Salesforce Enterprise. The analysis runs inside your tenant; AI commentary is off by default and masked by the package when enabled.
Path B · Core + Funnel Economics Strategist
An optional extension for AI-powered analysis, dashboards, and synthesis through your preferred language model.
For enterprise customers and admins evaluating Funnel Economics Core, the native 2GP package, in their own Salesforce org.
One e-mail is enough. No form, no sign-up.