Overview
The canvas is the centrepiece of the Revenue Engine home screen: a live picture of your entire revenue lifecycle, from a lead being imported through to a customer renewing and expanding. It reads from the same period you set in the masthead and updates as the data does. Use it to see where volume is flowing, where it is leaking, and to open any stage for a closer look.
The canvas has two layouts — Linear (the Bowtie) and Currents(the figure-eight) — that show the same stages two different ways. Below it sits a feedback-loops strip, and clicking any node opens the Stage Inspector.
Linear and Currents layouts
The Linear / Currents switch sits in the canvas toolbar:
- Linear — the Bowtie. The acquisition funnel narrows from the left, pinches at Won in the centre, then widens out again through retention and expansion on the right. It is the clearest view of conversion and where deals are lost.
- Currents — a true figure-eight (∞). The left lobe is acquisition, the crossover is Won, and the right lobe is retention and expansion, with the feedback loops drawn as currents that return value to the top of the funnel. It is the better view for seeing the engine as a self-reinforcing system.
The stages
Both layouts plot the same ten stages in flow order. The first half is acquisition and conversion; the second half is retention and expansion:
- Imported — leads loaded from CSV or a connected source.
- Working — leads being worked through sequences.
- Engaged — leads engaging over email or LinkedIn.
- Replied — leads who replied and are ready to convert to CRM.
- Pipeline — all open opportunities, live.
- Won — closed-won deals, at the crossover.
- Onboarding — won accounts in value mapping.
- Evidenced — accounts with proven impact.
- Expansion — accounts ready for an expansion play.
- Renewed — accounts that have renewed.
Above the canvas, three section labels — ACQUISITION, CONVERSIONand RETENTION · EXPANSION — are clickable shortcuts to the Leads surface, the Pipeline Explorer and the Value → Impact surface respectively. In the Currents layout, individual nodes also deep-link to the matching filtered view (for example, the Pipeline node opens the Pipeline Explorer).
Overlays and flow
The canvas toolbar carries two more controls:
- Overlay — choose Leakage to emphasise where volume is dropping out, Money to weight the picture by dollars, or None for a clean structural view.
- Flow / Static — FLOW animates movement along the engine so you can see direction and pace at a glance; STATIC freezes it for reading exact figures or capturing a screenshot.
The toolbar also shows a REVENUE ENGINE · LIVE marker and the time the canvas was last updated.
Leak points
Each layout marks where volume leaves the engine, so a widening leak is easy to spot. The labelled leak points are Bounced (at Imported), No reply (at Engaged), Disqualified (at Replied), Lost (at Pipeline), Stalled (at Evidenced) and Churn (at Renewed).
The feedback-loops strip
Docked directly beneath the canvas is a three-tile strip showing the engine’s feedback loops — the ways won and retained business feeds back into new pipeline — each with a live count:
- Proof points → Outreach — evidenced impact recycled into acquisition.
- Expansion → Pipeline — expansion-ready accounts feeding new pipeline.
- Lost → Nurture — lost deals returned to nurture.
Clicking a tile selects the related stage on the canvas (Evidenced, Expansion or Lost), so the Stage Inspector below reveals where that loop lands.
The Stage Inspector
Clicking any node opens the Stage Inspector in the centre column of the row below the canvas. Its header reads STAGE INSPECTOR · followed by the stage name, and it details that stage for the selected period: the volume and value sitting there, the conversion rate into the next stage, and what is leaking out. Until you select a node it shows a prompt — Click any node in the Bowtie above to inspect a stage — and you can close the inspector to return to that prompt.
Tips
- Set the period once in the masthead; the canvas and inspector follow it automatically.
- Use Leakage overlay with FLOW on to find where the engine is losing the most volume, then click that node to inspect it.
- Switch to Currents when you want to reason about the engine as a system of loops rather than a one-way funnel.
Troubleshooting
- The feedback-loops strip is missing. It only renders once the snapshot includes feedback-loop data. Give the page a moment after first load, or press Refresh in the masthead.
- A stage shows no value. Stages with no opportunities or accounts for the selected period read as empty — widen the period or check that the relevant source is connected under Integrations.
- The Stage Inspector is blank. No node is selected yet — click a node on the canvas, or a tile in the feedback-loops strip.