Overview
Pipeline performance at a glance
Updates every 2 hours from 8:30am MST
Revenue sold
—
Total closed value
Total sets
—
Appts scheduled
Dispositioned appts
—
Appts worked
Total leads
—
All sources
Closes
—
Closed stage
Conversion rates
Set rate
Goal: 18%
—
Sets / leads
Show rate
Goal: 80%
—
Shows / dispositioned
Sit rate
Goal: 55%
—
Sits / dispositioned
Close rate
Goal: 30%
—
Closes / sits
Credit fail rate
—
Credit fails / dispositioned
Conversion rate trend
Set rate
Show rate
Sit rate
Close rate
Credit fail rate
Ad spend vs revenue
Ad SpendRevenueROAS
Daily leads & closes
SetsShowsCloses
Ad performance
Ad spend
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CPL
—
Cost / appt
—
Cost / close
—
Spend / rev
—
ROAS
—
Race to $1M Current calendar month — resets on the 1st, regardless of the date filter above
Lotus
$0 / $1,000,000 (0%)
🏎️
🏁
Pagani
$0 / $1,000,000 (0%)
🏎️
🏁
Pod comparison
Lotus
SDR Mgr: Matt Money
AE Mgr: Jayden Price
$0
Pod Revenue
—
Sets
—
Dispositioned
—
Closes
Show Rate
Goal: 80%
—
Sit Rate
Goal: 55%
—
Close Rate
Goal: 30%
—
Credit Fail Rate
—
SDR Leaderboard
AE Leaderboard
Pagani
SDR Mgr: Dallas Clark
AE Mgr: Dillon Stott
$0
Pod Revenue
—
Sets
—
Dispositioned
—
Closes
Show Rate
Goal: 80%
—
Sit Rate
Goal: 55%
—
Close Rate
Goal: 30%
—
Credit Fail Rate
—
SDR Leaderboard
AE Leaderboard
Leaderboard (Based on Revenue)
SDR performance
// Sets vs shows
SetsShows
Leaderboard (Based on Revenue)
Disposition summary
Set Return
—
— OF APPTS
No Sales
—
— OF APPTS
Credit Fails
—
— OF APPTS
No Shows
—
— OF APPTS
Cancels
—
— OF APPTS
Reschedules
—
— OF APPTS
Closes
—
— OF APPTS
Total Shows
—
— OF APPTS
Total Sits
—
— OF APPTS
Account Executive performance
// Closes vs sits
ClosesSits
AI Agent Overview (All agents combined)
Total Sets
—
Total Shows
—
Total Sits
—
Show Rate
—
Sit Rate
—
Total Closes
—
Close Rate
—
Revenue Sold
—
Agent performance
| Contact | SDR | AE | Appt date | Disposition | AE notes |
|---|
Profitability Summary
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Pipeline Report
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Performance by state
Hover or tap a state to see its full breakdown. Sample data
On smaller screens the map is hidden — every state's numbers are in the table below.
Low
High
Swipe to see all columns
| State ↕ | Population ↕ | # Leads ↕ | Set rate ↕ | # Sets ↕ | Sit rate ↕ | # Sits ↕ | Close rate ↕ | # Closes ↕ | Revenue sold ↕ | # SQs Sold ↕ | Price / SQ ↕ |
|---|
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